PP
IWO icon

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

Patten & Patten’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 		$317K Hold
805
– – 0.02% 285
2026
Q1 		$253K Hold
805
– – 0.02% 305
2025
Q4 		$260K Sell
805
-400
-33% -$130K 0.02% 305
2025
Q3 		$386K Hold
1,205
– – 0.02% 271
2025
Q2 		$344K Hold
1,205
– – 0.02% 256
2025
Q1 		$308K Hold
1,205
– – 0.02% 263
2024
Q4 		$347K Hold
1,205
– – 0.02% 251
2024
Q3 		$342K Hold
1,205
– – 0.02% 253
2024
Q2 		$316K Hold
1,205
– – 0.02% 251
2024
Q1 		$326K Buy
+1,205
New +$308K 0.02% 248

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Patten & Patten's IWO Position: Q2 2026 in Review

Patten & Patten held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 805 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #285.

Patten & Patten first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $386K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Patten & Patten held 805 shares of iShares Russell 2000 Growth ETF worth $317K as of Q2 2026.
  • Patten & Patten left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #285 holding.
  • Patten & Patten first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Patten & Patten's iShares Russell 2000 Growth ETF position peaked at $386K in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.