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

Intellectus 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	$1.08M	Buy	2,735 +407	+17%	+$149K	0.19%	135
2026 Q1	$731K	Buy	+2,328	New	+$774K	0.15%	163
2019 Q2	–	Sell	-1,612	Closed	-$317K	–	295
2019 Q1	$317K	Buy	+1,612	New	+$307K	0.14%	158
2018 Q4	–	Sell	-1,402	Closed	-$302K	–	400
2018 Q3	$302K	Hold	1,402	–	–	0.11%	196
2018 Q2	$286K	Hold	1,402	–	–	0.1%	193
2018 Q1	$267K	Hold	1,402	–	–	0.09%	204
2017 Q4	$262K	Hold	1,402	–	–	0.1%	190
2017 Q3	$251K	Buy	+1,402	New	+$238K	0.1%	198
2017 Q1	–	Sell	-10	Closed	-$2K	–	708
2016 Q4	$2K	Buy	+10	New	+$1.49K	﹤0.01%	646

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

Intellectus Partners's IWO Position: Q2 2026 in Review

Intellectus Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 17% in Q2 2026, buying an estimated $149K and bringing the position to 2,735 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #135.

Intellectus Partners first reported a position in IWO in Q4 2016 and has held it in 9 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Intellectus Partners held 2,735 shares of iShares Russell 2000 Growth ETF worth $1.08M as of Q2 2026.
Intellectus Partners bought 407 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $149K.
iShares Russell 2000 Growth ETF made up 0.19% of Intellectus Partners's portfolio in Q2 2026, its #135 holding.
Intellectus Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 9 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.