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

&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	$4.06M	Buy	10,308 +2,523	+32%	+$921K	0.02%	680
2026 Q1	$2.46M	Sell	7,785 -10,575	-58%	-$3.52M	0.01%	814
2025 Q4	$5.97M	Buy	18,360 +14,487	+374%	+$4.71M	0.03%	441
2025 Q3	$1.24M	Buy	3,873 +465	+14%	+$140K	0.01%	984
2025 Q2	$968K	Buy	3,408 +381	+13%	+$100K	0.01%	997
2025 Q1	$780K	Sell	3,027 -1,134	-27%	-$320K	0.01%	919
2024 Q4	$1.21M	Buy	4,161 +1,521	+58%	+$450K	0.01%	686
2024 Q3	$750K	Buy	2,640 +1,280	+94%	+$351K	0.01%	687
2024 Q2	$357K	Buy	+1,360	New	+$353K	0.02%	660

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

&Partners's IWO Position: Q2 2026 in Review

&Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 32% in Q2 2026, buying an estimated $921K and bringing the position to 10,308 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #680.

&Partners first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.97M in Q4 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

&Partners held 10,308 shares of iShares Russell 2000 Growth ETF worth $4.06M as of Q2 2026.
&Partners bought 2,523 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $921K.
iShares Russell 2000 Growth ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #680 holding.
&Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's iShares Russell 2000 Growth ETF position peaked at $5.97M in Q4 2025.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.