&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 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 $1.37T 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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

&Partners's IWO Position: Q1 2026 in Review

&Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 58% in Q1 2026, selling an estimated $3.52M and leaving 7,785 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #814.

&Partners first reported a position in IWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.97M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

&Partners held 7,785 shares of iShares Russell 2000 Growth ETF worth $2.46M as of Q1 2026.
&Partners sold 10,575 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.52M.
iShares Russell 2000 Growth ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #814 holding.
&Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's iShares Russell 2000 Growth ETF position peaked at $5.97M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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