General Partner Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

General Partner Inc’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	$78.8K	Hold	200	–	–	0.04%	119
2026 Q1	$62.8K	Hold	200	–	–	0.04%	123
2025 Q4	$64.6K	Hold	200	–	–	0.04%	123
2025 Q3	$64K	Hold	200	–	–	0.04%	122
2025 Q2	$57.2K	Hold	200	–	–	0.03%	125
2025 Q1	$51.1K	Hold	200	–	–	0.03%	123
2024 Q4	$57.6K	Hold	200	–	–	0.03%	122
2024 Q3	$56.8K	Hold	200	–	–	0.04%	119
2024 Q2	$52.5K	Hold	200	–	–	0.03%	120
2024 Q1	$54.2K	Hold	200	–	–	0.03%	125
2023 Q4	$50.4K	Hold	200	–	–	0.04%	92
2023 Q3	$44.8K	Hold	200	–	–	0.04%	96
2023 Q2	$48.5K	Hold	200	–	–	0.04%	97
2023 Q1	$44.2K	Buy	+200	New	+$45.7K	0.04%	96

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

General Partner Inc's IWO Position: Q2 2026 in Review

General Partner Inc held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 200 shares worth $78.8K. The position accounts for 0.04% of the portfolio, ranked #119.

General Partner Inc first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

General Partner Inc held 200 shares of iShares Russell 2000 Growth ETF worth $78.8K as of Q2 2026.
General Partner Inc left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of General Partner Inc's portfolio in Q2 2026, its #119 holding.
General Partner Inc first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.