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

ORG 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
2025 Q4	$29.2K	Hold	90	–	–	0.01%	703
2025 Q3	$28.8K	Buy	90 +1	+1%	+$302	0.01%	696
2025 Q2	$25.7K	Sell	89 -162	-65%	-$42.6K	0.01%	699
2025 Q1	$65.5K	Sell	251 -7,123	-97%	-$2.01M	0.02%	443
2024 Q4	$2.12M	Buy	7,374 +733	+11%	+$217K	0.29%	63
2024 Q3	$1.89M	Buy	6,641 +983	+17%	+$269K	0.3%	62
2024 Q2	$1.48M	Buy	+5,658	New	+$1.47M	0.18%	109
2024 Q1	–	Sell	-2,195	Closed	-$554K	–	806
2023 Q4	$554K	Buy	2,195 +2,091	+2,011%	+$471K	0.09%	170
2023 Q3	$23.3K	Sell	104 -11	-10%	-$2.63K	0.01%	664
2023 Q2	$27.9K	Buy	+115	New	+$26.4K	﹤0.01%	802

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ORG Partners's IWO Position: Q4 2025 in Review

ORG Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 90 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #703.

ORG Partners first reported a position in IWO in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.12M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

ORG Partners held 90 shares of iShares Russell 2000 Growth ETF worth $29.2K as of Q4 2025.
ORG Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 2000 Growth ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #703 holding.
ORG Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares Russell 2000 Growth ETF position peaked at $2.12M in Q4 2024.
1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.