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 Q3	$28.9K	Hold	81	–	–	0.01%	276
2026 Q2	$31.9K	Hold	81	–	–	0.01%	259
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%	+$6.34K	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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

PFS Partners's IWO Position: Q3 2026 in Review

PFS Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 81 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #276.

PFS Partners first reported a position in IWO in Q4 2021 and has held it in 20 quarters since. The position peaked at $882K in Q4 2021. 375 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

PFS Partners held 81 shares of iShares Russell 2000 Growth ETF worth $28.9K as of Q3 2026.
PFS Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.01% of PFS Partners's portfolio in Q3 2026, its #276 holding.
PFS Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
PFS Partners's iShares Russell 2000 Growth ETF position peaked at $882K in Q4 2021.
375 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.