Global Retirement Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.88M | Buy |
+9,838
| New | +$3.59M | 0.06% | 299 |
|
|
2025
Q4 | $2.87M | Buy |
8,888
+7,793
| +712% | +$2.53M | 0.05% | 340 |
|
|
2025
Q3 | $350K | Buy |
1,095
+113
| +12% | +$34.1K | 0.01% | 915 |
|
|
2025
Q2 | $281K | Buy |
+982
| New | +$258K | 0.01% | 937 |
|
|
2024
Q4 | $371K | Buy |
1,290
+221
| +21% | +$65.4K | 0.01% | 727 |
|
|
2024
Q3 | $304K | Buy |
1,069
+37
| +4% | +$10.1K | 0.01% | 774 |
|
|
2024
Q2 | $271K | Sell |
1,032
-31
| -3% | -$8.05K | 0.01% | 786 |
|
|
2024
Q1 | $288K | Buy |
1,063
+81
| +8% | +$20.7K | 0.01% | 668 |
|
|
2023
Q4 | $237K | Sell |
982
-967
| -50% | -$218K | 0.01% | 692 |
|
|
2023
Q3 | $425K | Buy |
1,949
+74
| +4% | +$17.7K | 0.02% | 469 |
|
|
2023
Q2 | $455K | Buy |
1,875
+146
| +8% | +$33.5K | 0.02% | 457 |
|
|
2023
Q1 | $385K | Buy |
1,729
+369
| +27% | +$84.4K | 0.02% | 483 |
|
|
2022
Q4 | $292K | Buy |
1,360
+15
| +1% | +$3.29K | 0.02% | 495 |
|
|
2022
Q3 | $304K | Sell |
1,345
-1
| -0.1% | -$225 | 0.02% | 466 |
|
|
2022
Q2 | $278K | Hold |
1,346
| – | – | 0.02% | 483 |
|
|
2022
Q1 | $279K | Buy |
+1,346
| New | +$345K | 0.02% | 483 |
|
|
2021
Q4 | – | Sell |
-1,321
| Closed | -$388K | – | 1036 |
|
|
2021
Q3 | $388K | Sell |
1,321
-493
| -27% | -$148K | 0.04% | 340 |
|
|
2021
Q2 | $565K | Buy |
1,814
+540
| +42% | +$162K | 0.06% | 270 |
|
|
2021
Q1 | $383K | Sell |
1,274
-2
| -0.2% | -$621 | 0.04% | 305 |
|
|
2020
Q4 | $366K | Sell |
1,276
-200
| -14% | -$51K | 0.05% | 287 |
|
|
2020
Q3 | $327K | Sell |
1,476
-70
| -5% | -$15.3K | 0.05% | 283 |
|
|
2020
Q2 | $320K | Buy |
1,546
+6
| +0.4% | +$1.12K | 0.05% | 282 |
|
|
2020
Q1 | $244K | Sell |
1,540
-116
| -7% | -$23K | 0.05% | 285 |
|
|
2019
Q4 | $355K | Sell |
1,656
-54
| -3% | -$11K | 0.05% | 280 |
|
|
2019
Q3 | $330K | Buy |
1,710
+33
| +2% | +$6.54K | 0.05% | 278 |
|
|
2019
Q2 | $337K | Sell |
1,677
-164
| -9% | -$32.4K | 0.06% | 242 |
|
|
2019
Q1 | $362K | Sell |
1,841
-6
| -0.3% | -$1.14K | 0.09% | 200 |
|
|
2018
Q4 | $310K | Sell |
1,847
-94
| -5% | -$17.5K | 0.08% | 225 |
|
|
2018
Q3 | $418K | Sell |
1,941
-94
| -5% | -$20K | 0.09% | 192 |
|
|
2018
Q2 | $416K | Buy |
2,035
+36
| +2% | +$7.2K | 0.11% | 186 |
|
|
2018
Q1 | $381K | Sell |
1,999
-1
| -0.1% | -$192 | 0.11% | 190 |
|
|
2017
Q4 | $373K | Sell |
2,000
-58
| -3% | -$10.6K | 0.1% | 179 |
|
|
2017
Q3 | $368K | Sell |
2,058
-90
| -4% | -$15.3K | 0.15% | 131 |
|
|
2017
Q2 | $363K | Buy |
2,148
+167
| +8% | +$27.5K | 0.17% | 122 |
|
|
2017
Q1 | $320K | Buy |
1,981
+107
| +6% | +$17K | 0.18% | 116 |
|
|
2016
Q4 | $288K | Buy |
+1,874
| New | +$280K | 0.19% | 104 |
|
Other funds holding IWO
B
CCWM
DADC
Global Retirement Partners's IWO Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 9,838 shares worth $3.88M. The stake represents 0.06% of the portfolio and ranks #299 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWO as recently as Q4 2025.
Global Retirement Partners first reported a position in IWO in Q4 2016 and has held it in 36 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.
- Global Retirement Partners held 9,838 shares of iShares Russell 2000 Growth ETF worth $3.88M as of Q2 2026.
- iShares Russell 2000 Growth ETF was a new Global Retirement Partners position in Q2 2026.
- iShares Russell 2000 Growth ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #299 holding.
- Global Retirement Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 36 quarters since.
- 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.