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

Quotient 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	$524K	Hold	1,331	–	–	0.01%	204
2026 Q1	$418K	Hold	1,331	–	–	0.01%	229
2025 Q4	$430K	Hold	1,331	–	–	0.01%	219
2025 Q3	$426K	Hold	1,331	–	–	0.01%	220
2025 Q2	$380K	Buy	1,331 +37	+3%	+$9.74K	0.01%	229
2025 Q1	$331K	Sell	1,294 -4	-0.3%	-$1.13K	0.01%	237
2024 Q4	$374K	Sell	1,298 -32	-2%	-$9.47K	0.01%	216
2024 Q3	$378K	Sell	1,330 -7	-0.5%	-$1.92K	0.01%	210
2024 Q2	$351K	Buy	1,337 +47	+4%	+$12.2K	0.01%	222
2024 Q1	$349K	Sell	1,290 -267	-17%	-$68.2K	0.01%	212
2023 Q4	$393K	Buy	+1,557	New	+$351K	0.02%	198

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

Quotient Wealth Partners's IWO Position: Q2 2026 in Review

Quotient Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,331 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #204.

Quotient Wealth Partners first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Quotient Wealth Partners held 1,331 shares of iShares Russell 2000 Growth ETF worth $524K as of Q2 2026.
Quotient Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #204 holding.
Quotient Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.