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

HUB 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	$373K	Buy	+946	New	+$345K	0.01%	880
2022 Q1	–	Sell	-3,099	Closed	-$908K	–	199
2021 Q4	$908K	Sell	3,099 -13	-0.4%	-$3.92K	0.21%	94
2021 Q3	$914K	Buy	3,112 +27	+0.9%	+$8.11K	0.22%	103
2021 Q2	$962K	Sell	3,085 -129	-4%	-$38.8K	0.26%	89
2021 Q1	$967K	Buy	+3,214	New	+$998K	0.29%	92

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 22.9% 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

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

HUB Investment Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 946 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in IWO as recently as Q4 2021.

HUB Investment Partners first reported a position in IWO in Q1 2021 and has held it in 5 quarters since. The position peaked at $967K in Q1 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

HUB Investment Partners held 946 shares of iShares Russell 2000 Growth ETF worth $373K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new HUB Investment Partners position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #880 holding.
HUB Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 5 quarters since.
HUB Investment Partners's iShares Russell 2000 Growth ETF position peaked at $967K in Q1 2021.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.