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

PFS 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 		$25.4K Hold
81
– – 0.01% 256
2025
Q4 		$26.2K Sell
81
-21
-21% -$6.83K 0.01% 253
2025
Q3 		$32.7K Buy
102
+21
+26% +$6.33K 0.02% 215
2025
Q2 		$23.2K Hold
81
– – 0.01% 228
2025
Q1 		$20.7K Hold
81
– – 0.01% 224
2024
Q4 		$23.3K Hold
81
– – 0.01% 207
2024
Q3 		$23K Sell
81
-12
-13% -$3.29K 0.01% 205
2024
Q2 		$24.4K Hold
93
– – 0.02% 176
2024
Q1 		$25.2K Hold
93
– – 0.02% 178
2023
Q4 		$23.5K Sell
93
-69
-43% -$15.6K 0.02% 177
2023
Q3 		$36.4K Hold
162
– – 0.03% 121
2023
Q2 		$39.4K Sell
162
-107
-40% -$24.5K 0.03% 119
2023
Q1 		$61.1K Sell
269
-203
-43% -$46.4K 0.06% 86
2022
Q4 		$101K Sell
472
-295
-38% -$64.6K 0.11% 59
2022
Q3 		$158K Sell
767
-155
-17% -$34.9K 0.17% 37
2022
Q2 		$190K Buy
922
+155
+20% +$34.6K 0.19% 36
2022
Q1 		$196K Sell
767
-2,244
-75% -$574K 0.17% 37
2021
Q4 		$882K Buy
+3,011
New +$907K 0.65% 15

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

PFS Partners's IWO Position: Q1 2026 in Review

PFS Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 81 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #256.

PFS Partners first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $882K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • PFS Partners held 81 shares of iShares Russell 2000 Growth ETF worth $25.4K as of Q1 2026.
  • PFS Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of PFS Partners's portfolio in Q1 2026, its #256 holding.
  • PFS Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • PFS Partners's iShares Russell 2000 Growth ETF position peaked at $882K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.