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

NorthRock 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 		$889K Sell
2,832
-69
-2% -$23K 0.01% 322
2025
Q4 		$937K Sell
2,901
-69
-2% -$22.4K 0.02% 284
2025
Q3 		$951K Sell
2,970
-70
-2% -$21.1K 0.02% 357
2025
Q2 		$869K Buy
3,040
+607
+25% +$160K 0.02% 270
2025
Q1 		$622K Hold
2,433
– – 0.02% 301
2024
Q4 		$700K Sell
2,433
-87
-3% -$25.7K 0.02% 269
2024
Q3 		$716K Hold
2,520
– – 0.02% 282
2024
Q2 		$662K Sell
2,520
-125
-5% -$32.4K 0.02% 272
2024
Q1 		$716K Hold
2,645
– – 0.03% 265
2023
Q4 		$667K Buy
2,645
+1,718
+185% +$387K 0.03% 255
2023
Q3 		$208K Sell
927
-61
-6% -$14.6K 0.02% 329
2023
Q2 		$240K Sell
988
-778
-44% -$178K 0.03% 256
2023
Q1 		$401K Sell
1,766
-1,203
-41% -$275K 0.04% 173
2022
Q4 		$637K Buy
+2,969
New +$650K 0.07% 132

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

NorthRock Partners's IWO Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.4% in Q1 2026, selling an estimated $23K and leaving 2,832 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #322.

NorthRock Partners first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $951K in Q3 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • NorthRock Partners held 2,832 shares of iShares Russell 2000 Growth ETF worth $889K as of Q1 2026.
  • NorthRock Partners sold 69 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $23K.
  • iShares Russell 2000 Growth ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #322 holding.
  • NorthRock Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • NorthRock Partners's iShares Russell 2000 Growth ETF position peaked at $951K in Q3 2025.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.