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

Platform Technology 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 Q2	$764K	Hold	1,940	–	–	0.13%	143
2026 Q1	$609K	Hold	1,940	–	–	0.12%	150
2025 Q4	$627K	Hold	1,940	–	–	0.13%	133
2025 Q3	$621K	Sell	1,940 -9	-0.5%	-$2.71K	0.15%	128
2025 Q2	$557K	Sell	1,949 -20	-1%	-$5.26K	0.15%	141
2025 Q1	$503K	Sell	1,969 -880	-31%	-$248K	0.15%	133
2024 Q4	$820K	Buy	2,849 +870	+44%	+$257K	0.25%	95
2024 Q3	$562K	Buy	+1,979	New	+$542K	0.18%	114

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Platform Technology Partners's IWO Position: Q2 2026 in Review

Platform Technology Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,940 shares worth $764K. The position accounts for 0.13% of the portfolio, ranked #143.

Platform Technology Partners first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $820K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Platform Technology Partners held 1,940 shares of iShares Russell 2000 Growth ETF worth $764K as of Q2 2026.
Platform Technology Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.13% of Platform Technology Partners's portfolio in Q2 2026, its #143 holding.
Platform Technology Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Platform Technology Partners's iShares Russell 2000 Growth ETF position peaked at $820K in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.