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

Obermeyer Wealth 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
Q3 		$201K Hold
563
– – 0.01% 294
2026
Q2 		$222K Sell
563
-78
-12% -$28.5K 0.01% 288
2026
Q1 		$201K Hold
641
– – 0.01% 294
2025
Q4 		$207K Hold
641
– – 0.01% 282
2025
Q3 		$205K Buy
+641
New +$193K 0.01% 284

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Obermeyer Wealth Partners's IWO Position: Q3 2026 in Review

Obermeyer Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 563 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #294.

Obermeyer Wealth Partners first reported a position in IWO in Q3 2025 and has held it in 5 quarters since. The position peaked at $222K in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Obermeyer Wealth Partners held 563 shares of iShares Russell 2000 Growth ETF worth $201K as of Q3 2026.
  • Obermeyer Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #294 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Obermeyer Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $222K in Q2 2026.
  • 955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.