Gryphon Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gryphon Financial 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	$336K	Hold	853	–	–	0.03%	287
2026 Q1	$268K	Hold	853	–	–	0.03%	301
2025 Q4	$276K	Hold	853	–	–	0.03%	289
2025 Q3	$273K	Hold	853	–	–	0.03%	273
2025 Q2	$244K	Hold	853	–	–	0.03%	271
2025 Q1	$218K	Hold	853	–	–	0.03%	268
2024 Q4	$246K	Buy	853 +109	+15%	+$32.2K	0.04%	227
2024 Q3	$211K	Buy	+744	New	+$204K	0.03%	274
2022 Q3	–	Sell	-223	Closed	-$46K	–	213
2022 Q2	$46K	Buy	+223	New	+$49.7K	0.01%	202
2018 Q3	–	Sell	-340	Closed	-$69K	–	502
2018 Q2	$69K	Hold	340	–	–	0.03%	175
2018 Q1	$65K	Hold	340	–	–	0.03%	185
2017 Q4	$63K	Buy	+340	New	+$62.1K	0.04%	203

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

Gryphon Financial Partners's IWO Position: Q2 2026 in Review

Gryphon Financial Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 853 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #287.

Gryphon Financial Partners first reported a position in IWO in Q4 2017 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Gryphon Financial Partners held 853 shares of iShares Russell 2000 Growth ETF worth $336K as of Q2 2026.
Gryphon Financial Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Gryphon Financial Partners's portfolio in Q2 2026, its #287 holding.
Gryphon Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.