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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
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

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

Obermeyer Wealth Partners's IWO Position: Q1 2026 in Review

Obermeyer Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 641 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 3 quarters since. The position peaked at $207K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Obermeyer Wealth Partners held 641 shares of iShares Russell 2000 Growth ETF worth $201K as of Q1 2026.
  • Obermeyer Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 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 3 quarters since.
  • Obermeyer Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $207K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.