Garrison Point Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Garrison Point Advisors’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	$976K	Hold	2,477	–	–	0.4%	67
2026 Q1	$777K	Hold	2,477	–	–	0.35%	77
2025 Q4	$800K	Hold	2,477	–	–	0.35%	72
2025 Q3	$793K	Hold	2,477	–	–	0.33%	76
2025 Q2	$708K	Hold	2,477	–	–	0.33%	77
2025 Q1	$633K	Hold	2,477	–	–	0.31%	81
2024 Q4	$713K	Sell	2,477 -15	-0.6%	-$4.44K	0.34%	77
2024 Q3	$708K	Hold	2,492	–	–	0.44%	68
2024 Q2	$654K	Hold	2,492	–	–	0.43%	69
2024 Q1	$675K	Hold	2,492	–	–	0.43%	69
2023 Q4	$629K	Hold	2,492	–	–	0.44%	73
2023 Q3	$559K	Buy	2,492 +32	+1%	+$7.66K	0.43%	76
2023 Q2	$597K	Hold	2,460	–	–	0.43%	78
2023 Q1	$558K	Hold	2,460	–	–	0.42%	80
2022 Q4	$528K	Hold	2,460	–	–	0.43%	85
2022 Q3	$508K	Hold	2,460	–	–	0.45%	75
2022 Q2	$508K	Sell	2,460 -35	-1%	-$7.8K	0.42%	75
2022 Q1	$638K	Sell	2,495 -20	-0.8%	-$5.12K	0.45%	72
2021 Q4	$737K	Hold	2,515	–	–	0.49%	65
2021 Q3	$738K	Hold	2,515	–	–	0.54%	61
2021 Q2	$784K	Hold	2,515	–	–	0.57%	60
2021 Q1	$756K	Hold	2,515	–	–	0.59%	61
2020 Q4	$721K	Hold	2,515	–	–	0.58%	60
2020 Q3	$557K	Hold	2,515	–	–	0.51%	68
2020 Q2	$520K	Hold	2,515	–	–	0.51%	65
2020 Q1	$398K	Sell	2,515 -35	-1%	-$6.95K	0.49%	69
2019 Q4	$546K	Hold	2,550	–	–	0.5%	71
2019 Q3	$491K	Hold	2,550	–	–	0.49%	76
2019 Q2	$512K	Hold	2,550	–	–	0.51%	72
2019 Q1	$501K	Hold	2,550	–	–	0.52%	69
2018 Q4	$428K	Buy	+2,550	New	+$476K	0.53%	69

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Garrison Point Advisors's IWO Position: Q2 2026 in Review

Garrison Point Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,477 shares worth $976K. The position accounts for 0.4% of the portfolio, ranked #67.

Garrison Point Advisors first reported a position in IWO in Q4 2018 and has held it in 31 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Garrison Point Advisors held 2,477 shares of iShares Russell 2000 Growth ETF worth $976K as of Q2 2026.
Garrison Point Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.4% of Garrison Point Advisors's portfolio in Q2 2026, its #67 holding.
Garrison Point Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.