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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
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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Premier Path Wealth Partners's IWO Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.6% in Q2 2026, selling an estimated $41.6K and leaving 1,920 shares worth $756K. The position accounts for 0.09% of the portfolio, ranked #201.

Premier Path Wealth Partners first reported a position in IWO in Q4 2023 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Premier Path Wealth Partners held 1,920 shares of iShares Russell 2000 Growth ETF worth $756K as of Q2 2026.
  • Premier Path Wealth Partners sold 114 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $41.6K.
  • iShares Russell 2000 Growth ETF made up 0.09% of Premier Path Wealth Partners's portfolio in Q2 2026, its #201 holding.
  • Premier Path Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.