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

McDonald 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 		$1.58K Buy
+4
New +$1.46K ﹤0.01% 586
2022
Q1 		– Sell
-10
Closed -$2.93K – 503
2021
Q4 		$2.93K Buy
+10
New +$3.01K ﹤0.01% 293

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 22.9% 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

McDonald Partners's IWO Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 4 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IWO as recently as Q4 2021.

McDonald Partners first reported a position in IWO in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.93K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • McDonald Partners held 4 shares of iShares Russell 2000 Growth ETF worth $1.58K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new McDonald Partners position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #586 holding.
  • McDonald Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • McDonald Partners's iShares Russell 2000 Growth ETF position peaked at $2.93K in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.