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

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
Q1 		$2.72M Sell
8,658
-88
-1% -$29.3K 0.97% 26
2025
Q4 		$2.83M Sell
8,746
-95
-1% -$30.9K 0.99% 26
2025
Q3 		$2.83M Buy
8,841
+140
+2% +$42.2K 1% 26
2025
Q2 		$2.49M Buy
8,701
+300
+4% +$79K 0.94% 30
2025
Q1 		$2.15M Sell
8,401
-275
-3% -$77.6K 0.89% 34
2024
Q4 		$2.5M Buy
8,676
+231
+3% +$68.3K 1.03% 30
2024
Q3 		$2.4M Sell
8,445
-2,268
-21% -$621K 1% 31
2024
Q2 		$2.81M Sell
10,713
-219
-2% -$56.9K 1.26% 23
2024
Q1 		$2.96M Buy
10,932
+125
+1% +$31.9K 1.34% 23
2023
Q4 		$2.73M Sell
10,807
-170
-2% -$38.3K 1.34% 21
2023
Q3 		$2.46M Buy
10,977
+22
+0.2% +$5.26K 1.29% 21
2023
Q2 		$2.66M Sell
10,955
-12
-0.1% -$2.75K 1.39% 20
2023
Q1 		$2.49M Buy
10,967
+84
+0.8% +$19.2K 1.31% 22
2022
Q4 		$2.33M Sell
10,883
-1,265
-10% -$277K 1.23% 24
2022
Q3 		$2.51M Buy
12,148
+671
+6% +$151K 0.75% 34
2022
Q2 		$2.37M Buy
11,477
+2,187
+24% +$488K 1.16% 25
2022
Q1 		$2.38M Buy
9,290
+1,293
+16% +$331K 1% 26
2021
Q4 		$2.34M Buy
7,997
+383
+5% +$115K 0.96% 28
2021
Q3 		$2.23M Buy
7,614
+360
+5% +$108K 1.02% 27
2021
Q2 		$2.26M Buy
7,254
+938
+15% +$282K 1.03% 27
2021
Q1 		$1.9M Sell
6,316
-276
-4% -$85.7K 0.92% 32
2020
Q4 		$1.89M Buy
6,592
+89
+1% +$22.7K 1% 30
2020
Q3 		$1.44M Sell
6,503
-3,841
-37% -$841K 0.86% 32
2020
Q2 		$2.14M Buy
10,344
+99
+1% +$18.5K 1.26% 22
2020
Q1 		$1.62M Buy
10,245
+233
+2% +$46.3K 1.17% 27
2019
Q4 		$2.15M Sell
10,012
-106
-1% -$21.5K 1.45% 18
2019
Q3 		$1.95M Sell
10,118
-103
-1% -$20.4K 1.42% 19
2019
Q2 		$2.05M Sell
10,221
-1,592
-13% -$315K 1.47% 18
2019
Q1 		$2.32M Buy
11,813
+605
+5% +$115K 1.68% 14
2018
Q4 		$1.88M Sell
11,208
-13
-0.1% -$2.42K 1.59% 18
2018
Q3 		$1.49K Buy
11,221
+69
+0.6% +$14.7K 0.83% 29
2018
Q2 		$2.28M Buy
11,152
+318
+3% +$63.6K 1.69% 16
2018
Q1 		$2.06M Buy
10,834
+963
+10% +$185K 1.54% 19
2017
Q4 		$1.84M Sell
9,871
-87
-0.9% -$15.9K 1.37% 21
2017
Q3 		$1.78M Buy
9,958
+101
+1% +$17.2K 1.53% 21
2017
Q2 		$1.66M Buy
9,857
+316
+3% +$52K 1.51% 18
2017
Q1 		$1.54M Buy
9,541
+201
+2% +$31.9K 1.48% 19
2016
Q4 		$1.44M Buy
9,340
+7
+0.1% +$1.04K 1.41% 21
2016
Q3 		$1.39M Buy
9,333
+1,781
+24% +$260K 0.79% 42
2016
Q2 		$1.04M Buy
7,552
+382
+5% +$51.6K 1.03% 34
2016
Q1 		$999K Buy
7,170
+212
+3% +$26.5K 0.65% 53
2015
Q4 		$969K Buy
6,958
+51
+0.7% +$7.23K 1.17% 32
2015
Q3 		$926K Buy
6,907
+407
+6% +$60.3K 1.21% 32
2015
Q2 		$1M Sell
6,500
-3
-0% -$460 1.21% 30
2015
Q1 		$986K Buy
6,503
+160
+3% +$23.3K 1.08% 29
2014
Q4 		$906K Buy
+6,343
New +$858K 1.04% 33

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Investment Partners's IWO Position: Q1 2026 in Review

Investment Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1% in Q1 2026, selling an estimated $29.3K and leaving 8,658 shares worth $2.72M. The position accounts for 0.97% of the portfolio, ranked #26.

Investment Partners first reported a position in IWO in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.96M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Investment Partners held 8,658 shares of iShares Russell 2000 Growth ETF worth $2.72M as of Q1 2026.
  • Investment Partners sold 88 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $29.3K.
  • iShares Russell 2000 Growth ETF made up 0.97% of Investment Partners's portfolio in Q1 2026, its #26 holding.
  • Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's iShares Russell 2000 Growth ETF position peaked at $2.96M in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.