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Patriot Investment Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Patriot Investment Management Group’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 		$443K Hold
1,125
– – 0.03% 174
2026
Q1 		$353K Hold
1,125
– – 0.02% 188
2025
Q4 		$363K Hold
1,125
– – 0.02% 185
2025
Q3 		$360K Hold
1,125
– – 0.02% 185
2025
Q2 		$322K Hold
1,125
– – 0.02% 193
2025
Q1 		$287K Hold
1,125
– – 0.02% 196
2024
Q4 		$324K Hold
1,125
– – 0.02% 190
2024
Q3 		$320K Sell
1,125
-125
-10% -$34.2K 0.02% 198
2024
Q2 		$328K Sell
1,250
-220
-15% -$57.1K 0.03% 194
2024
Q1 		$398K Hold
1,470
– – 0.03% 182
2023
Q4 		$371K Hold
1,470
– – 0.03% 182
2023
Q3 		$330K Hold
1,470
– – 0.03% 190
2023
Q2 		$357K Hold
1,470
– – 0.03% 192
2023
Q1 		$333K Hold
1,470
– – 0.03% 193
2022
Q4 		$344K Sell
1,470
-80
-5% -$17.5K 0.03% 195
2022
Q3 		$320K Hold
1,550
– – 0.03% 192
2022
Q2 		$319K Hold
1,550
– – 0.03% 194
2022
Q1 		$396K Hold
1,550
– – 0.03% 190
2021
Q4 		$454K Sell
1,550
-40
-3% -$12.1K 0.04% 185
2021
Q3 		$466K Hold
1,590
– – 0.04% 176
2021
Q2 		$495K Sell
1,590
-80
-5% -$24.1K 0.05% 170
2021
Q1 		$502K Buy
1,670
+375
+29% +$116K 0.05% 161
2020
Q4 		$371K Sell
1,295
-490
-27% -$125K 0.06% 140
2020
Q3 		$395K Hold
1,785
– – 0.05% 159
2020
Q2 		$369K Hold
1,785
– – 0.05% 167
2020
Q1 		$282K Sell
1,785
-502
-22% -$99.7K 0.04% 169
2019
Q4 		$489K Hold
2,287
– – 0.06% 148
2019
Q3 		$432K Hold
2,287
– – 0.06% 156
2019
Q2 		$459K Hold
2,287
– – 0.06% 152
2019
Q1 		$449K Buy
+2,287
New +$435K 0.07% 153

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Patriot Investment Management Group's IWO Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,125 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #174.

Patriot Investment Management Group first reported a position in IWO in Q1 2019 and has held it in 30 quarters since. The position peaked at $502K in Q1 2021. 419 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Patriot Investment Management Group held 1,125 shares of iShares Russell 2000 Growth ETF worth $443K as of Q2 2026.
  • Patriot Investment Management Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #174 holding.
  • Patriot Investment Management Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares Russell 2000 Growth ETF position peaked at $502K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.