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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Patten & Patten's IWO Position: Q1 2026 in Review

Patten & Patten held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 805 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #305.

Patten & Patten first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $386K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Patten & Patten held 805 shares of iShares Russell 2000 Growth ETF worth $253K as of Q1 2026.
  • Patten & Patten left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #305 holding.
  • Patten & Patten first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Patten & Patten's iShares Russell 2000 Growth ETF position peaked at $386K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.