Premier Path Wealth Partners
IWO icon

Premier Path Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Premier Path Wealth 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 		$685K Hold
1,920
– – 0.08% 215
2026
Q2 		$756K Sell
1,920
-114
-6% -$41.6K 0.09% 201
2026
Q1 		$638K Sell
2,034
-180
-8% -$59.9K 0.08% 223
2025
Q4 		$715K Hold
2,214
– – 0.09% 205
2025
Q3 		$709K Sell
2,214
-14
-0.6% -$4.22K 0.09% 217
2025
Q2 		$637K Sell
2,228
-61
-3% -$16.1K 0.09% 223
2025
Q1 		$585K Sell
2,289
-37
-2% -$10.4K 0.09% 218
2024
Q4 		$669K Sell
2,326
-1
-0% -$296 0.1% 195
2024
Q3 		$661K Sell
2,327
-30
-1% -$8.22K 0.1% 200
2024
Q2 		$619K Buy
+2,357
New +$612K 0.11% 192
2024
Q1 		– Sell
-2,751
Closed -$694K – 356
2023
Q4 		$694K Buy
+2,751
New +$620K 0.15% 151

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Premier Path Wealth Partners's IWO Position: Q3 2026 in Review

Premier Path Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 1,920 shares worth $685K. The position accounts for 0.08% of the portfolio, ranked #215.

Premier Path Wealth Partners first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $756K in Q2 2026. 679 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Premier Path Wealth Partners held 1,920 shares of iShares Russell 2000 Growth ETF worth $685K as of Q3 2026.
  • Premier Path Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.08% of Premier Path Wealth Partners's portfolio in Q3 2026, its #215 holding.
  • Premier Path Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $756K in Q2 2026.
  • 679 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.