HPC
IWO icon

HM Payson & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

HM Payson & Co’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 		$788K Hold
2,000
– – 0.01% 256
2026
Q1 		$628K Sell
2,000
-50
-2% -$16.6K 0.01% 271
2025
Q4 		$662K Hold
2,050
– – 0.01% 265
2025
Q3 		$656K Sell
2,050
-73
-3% -$22K 0.01% 257
2025
Q2 		$607K Buy
2,123
+73
+4% +$19.2K 0.01% 263
2025
Q1 		$524K Sell
2,050
-516
-20% -$146K 0.01% 279
2024
Q4 		$739K Buy
2,566
+299
+13% +$88.5K 0.01% 238
2024
Q3 		$644K Hold
2,267
– – 0.01% 261
2024
Q2 		$595K Buy
2,267
+95
+4% +$24.7K 0.01% 254
2024
Q1 		$588K Hold
2,172
– – 0.01% 263
2023
Q4 		$548K Hold
2,172
– – 0.01% 265
2023
Q3 		$487K Hold
2,172
– – 0.01% 265
2023
Q2 		$527K Hold
2,172
– – 0.01% 253
2023
Q1 		$493K Sell
2,172
-51
-2% -$11.7K 0.01% 251
2022
Q4 		$477K Buy
2,223
+46
+2% +$10.1K 0.01% 255
2022
Q3 		$450K Hold
2,177
– – 0.01% 255
2022
Q2 		$449K Buy
2,177
+5
+0.2% +$1.11K 0.01% 257
2022
Q1 		$555K Hold
2,172
– – 0.01% 260
2021
Q4 		$637K Hold
2,172
– – 0.01% 256
2021
Q3 		$638K Hold
2,172
– – 0.02% 246
2021
Q2 		$677K Hold
2,172
– – 0.02% 241
2021
Q1 		$653K Hold
2,172
– – 0.02% 247
2020
Q4 		$623K Hold
2,172
– – 0.02% 247
2020
Q3 		$481K Hold
2,172
– – 0.01% 256
2020
Q2 		$449K Sell
2,172
-496
-19% -$92.8K 0.02% 244
2020
Q1 		$422K Hold
2,668
– – 0.02% 234
2019
Q4 		$572K Hold
2,668
– – 0.02% 250
2019
Q3 		$514K Hold
2,668
– – 0.02% 254
2019
Q2 		$536K Buy
+2,668
New +$528K 0.02% 261
2018
Q4 		– Sell
-2,824
Closed -$607K – 244
2018
Q3 		$607K Sell
2,824
-140
-5% -$29.8K 0.03% 210
2018
Q2 		$606K Buy
+2,964
New +$593K 0.03% 212

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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

HM Payson & Co's IWO Position: Q2 2026 in Review

HM Payson & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,000 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #256.

HM Payson & Co first reported a position in IWO in Q2 2018 and has held it in 31 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • HM Payson & Co held 2,000 shares of iShares Russell 2000 Growth ETF worth $788K as of Q2 2026.
  • HM Payson & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #256 holding.
  • HM Payson & Co first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.