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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Focus Partners Wealth's IWO Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2% in Q1 2026, selling an estimated $742K and leaving 108,191 shares worth $34M. The position accounts for 0.04% of the portfolio, ranked #372.

Focus Partners Wealth first reported a position in IWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.7M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Focus Partners Wealth held 108,191 shares of iShares Russell 2000 Growth ETF worth $34M as of Q1 2026.
  • Focus Partners Wealth sold 2,232 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $742K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #372 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares Russell 2000 Growth ETF position peaked at $36.7M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.