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

Gen-Wealth Partners’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 		$20.1K Hold
51
– – 0.01% 499
2026
Q1 		$16K Hold
51
– – 0.01% 503
2025
Q4 		$16.5K Hold
51
– – 0.01% 487
2025
Q3 		$16.3K Hold
51
– – 0.01% 483
2025
Q2 		$14.6K Buy
+51
New +$13.4K 0.01% 433

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gen-Wealth Partners's IWO Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 51 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #499.

Gen-Wealth Partners first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 781 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Gen-Wealth Partners held 51 shares of iShares Russell 2000 Growth ETF worth $20.1K as of Q2 2026.
  • Gen-Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #499 holding.
  • Gen-Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 781 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.