Focus Partners Wealth
IWO icon

Focus Partners Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Focus Partners Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.4M Buy
112,606
+4,415
+4% +$1.61M 0.05% 336
2026
Q1 		$34M Sell
108,191
-2,232
-2% -$742K 0.04% 372
2025
Q4 		$35.7M Buy
110,423
+36,043
+48% +$11.7M 0.04% 353
2025
Q3 		$23.8M Buy
74,380
+6,088
+9% +$1.84M 0.04% 364
2025
Q2 		$19.5M Sell
68,292
-33
-0% -$8.69K 0.04% 363
2025
Q1 		$17.5M Sell
68,325
-59,330
-46% -$16.7M 0.04% 357
2024
Q4 		$36.7M Buy
127,655
+115,896
+986% +$34.3M 0.1% 205
2024
Q3 		$3.34M Sell
11,759
-116,559
-91% -$31.9M 0.01% 656
2024
Q2 		$34.9M Buy
128,318
+65,051
+103% +$16.9M 0.12% 171
2024
Q1 		$17.1M Buy
63,267
+59,320
+1,503% +$15.2M 0.14% 163
2023
Q4 		$996K Buy
+3,947
New +$890K 0.01% 452

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth's IWO Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.1% in Q2 2026, buying an estimated $1.61M and bringing the position to 112,606 shares worth $44.4M. The position accounts for 0.05% of the portfolio, ranked #336.

Focus Partners Wealth first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Focus Partners Wealth held 112,606 shares of iShares Russell 2000 Growth ETF worth $44.4M as of Q2 2026.
  • Focus Partners Wealth bought 4,415 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Russell 2000 Growth ETF made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #336 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.