Greatmark Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Greatmark Investment 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	$351K	Hold	890	–	–	0.04%	126
2026 Q1	$279K	Hold	890	–	–	0.03%	128
2025 Q4	$287K	Hold	890	–	–	0.03%	125
2025 Q3	$285K	Sell	890 -27	-3%	-$8.14K	0.03%	122
2025 Q2	$262K	Hold	917	–	–	0.03%	125
2025 Q1	$234K	Hold	917	–	–	0.03%	125
2024 Q4	$264K	Hold	917	–	–	0.04%	123
2024 Q3	$260K	Hold	917	–	–	0.04%	117
2024 Q2	$241K	Hold	917	–	–	0.04%	116
2024 Q1	$248K	Hold	917	–	–	0.04%	114
2023 Q4	$231K	Buy	+917	New	+$207K	0.04%	121
2023 Q3	–	Sell	-890	Closed	-$216K	–	132
2023 Q2	$216K	Hold	890	–	–	0.04%	127
2023 Q1	$202K	Buy	+890	New	+$204K	0.04%	126
2022 Q2	–	Sell	-890	Closed	-$228K	–	134
2022 Q1	$228K	Hold	890	–	–	0.04%	125
2021 Q4	$261K	Hold	890	–	–	0.04%	121
2021 Q3	$261K	Hold	890	–	–	0.05%	121
2021 Q2	$277K	Hold	890	–	–	0.05%	119
2021 Q1	$268K	Hold	890	–	–	0.05%	119
2020 Q4	$255K	Buy	+890	New	+$227K	0.06%	114
2019 Q2	–	Sell	-1,130	Closed	-$222K	–	130
2019 Q1	$222K	Buy	+1,130	New	+$215K	0.07%	113
2018 Q4	–	Sell	-930	Closed	-$200K	–	129
2018 Q3	$200K	Buy	+930	New	+$198K	0.06%	116

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Greatmark Investment Partners's IWO Position: Q2 2026 in Review

Greatmark Investment Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 890 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #126.

Greatmark Investment Partners first reported a position in IWO in Q3 2018 and has held it in 21 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Greatmark Investment Partners held 890 shares of iShares Russell 2000 Growth ETF worth $351K as of Q2 2026.
Greatmark Investment Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of Greatmark Investment Partners's portfolio in Q2 2026, its #126 holding.
Greatmark Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 21 quarters since.
512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.