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

Riverbridge 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 		$3.43M Sell
8,718
-2,426
-22% -$885K 0.1% 96
2026
Q1 		$3.5M Sell
11,144
-4,432
-28% -$1.47M 0.09% 98
2025
Q4 		$5.03M Buy
15,576
+6,250
+67% +$2.03M 0.09% 95
2025
Q3 		$2.98M Buy
9,326
+2,575
+38% +$777K 0.05% 103
2025
Q2 		$1.93M Sell
6,751
-6,630
-50% -$1.75M 0.03% 104
2025
Q1 		$3.42M Buy
13,381
+2,312
+21% +$653K 0.05% 97
2024
Q4 		$3.19M Buy
11,069
+4,286
+63% +$1.27M 0.04% 98
2024
Q3 		$1.93M Sell
6,783
-1,427
-17% -$391K 0.03% 100
2024
Q2 		$2.16M Buy
8,210
+1,806
+28% +$469K 0.03% 104
2024
Q1 		$1.73M Sell
6,404
-4,500
-41% -$1.15M 0.02% 103
2023
Q4 		$2.75M Buy
10,904
+3,680
+51% +$830K 0.03% 100
2023
Q3 		$1.62M Buy
7,224
+2,438
+51% +$583K 0.02% 103
2023
Q2 		$1.16M Sell
4,786
-1,993
-29% -$457K 0.01% 112
2023
Q1 		$1.54M Sell
6,779
-5,658
-45% -$1.29M 0.02% 107
2022
Q4 		$2.67M Buy
12,437
+10,238
+466% +$2.24M 0.04% 105
2022
Q3 		$454K Buy
+2,199
New +$495K 0.01% 154
2022
Q2 		– Sell
-7,270
Closed -$1.86M – 198
2022
Q1 		$1.86M Sell
7,270
-35,699
-83% -$9.14M 0.02% 118
2021
Q4 		$12.6M Buy
42,969
+38,700
+907% +$11.7M 0.12% 102
2021
Q3 		$1.25M Buy
4,269
+2,166
+103% +$651K 0.01% 121
2021
Q2 		$655K Sell
2,103
-1,377
-40% -$414K 0.01% 128
2021
Q1 		$1.05M Sell
3,480
-9,050
-72% -$2.81M 0.01% 119
2020
Q4 		$3.59M Buy
12,530
+9,600
+328% +$2.45M 0.04% 102
2020
Q3 		$649K Buy
2,930
+629
+27% +$138K 0.01% 118
2020
Q2 		$476K Sell
2,301
-3,538
-61% -$662K 0.01% 121
2020
Q1 		$924K Sell
5,839
-4,872
-45% -$967K 0.02% 116
2019
Q4 		$2.29M Buy
10,711
+5,366
+100% +$1.09M 0.04% 106
2019
Q3 		$1.03M Buy
5,345
+2,418
+83% +$479K 0.02% 111
2019
Q2 		$588K Sell
2,927
-1,488
-34% -$294K 0.01% 114
2019
Q1 		$868K Sell
4,415
-11,948
-73% -$2.27M 0.02% 107
2018
Q4 		$2.75M Buy
16,363
+13,337
+441% +$2.49M 0.06% 104
2018
Q3 		$651K Buy
3,026
+2,047
+209% +$436K 0.01% 113
2018
Q2 		$200K Sell
979
-209
-18% -$41.8K ﹤0.01% 127
2018
Q1 		$226K Sell
1,188
-7,000
-85% -$1.34M ﹤0.01% 130
2017
Q4 		$1.53M Buy
8,188
+6,386
+354% +$1.17M 0.03% 109
2017
Q3 		$322K Buy
1,802
+33
+2% +$5.61K 0.01% 122
2017
Q2 		$299K Sell
1,769
-1,917
-52% -$316K 0.01% 129
2017
Q1 		$596K Sell
3,686
-25,172
-87% -$4M 0.01% 114
2016
Q4 		$4.44M Buy
28,858
+16,721
+138% +$2.5M 0.09% 93
2016
Q3 		$1.81M Buy
+12,137
New +$1.77M 0.04% 102
2016
Q1 		– Sell
-3,848
Closed -$536K – 136
2015
Q4 		$536K Sell
3,848
-3,500
-48% -$496K 0.01% 116
2015
Q3 		$984K Buy
+7,348
New +$1.09M 0.02% 109

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

Riverbridge Partners's IWO Position: Q2 2026 in Review

Riverbridge Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 22% in Q2 2026, selling an estimated $885K and leaving 8,718 shares worth $3.43M. The position accounts for 0.1% of the portfolio, ranked #96.

Riverbridge Partners first reported a position in IWO in Q3 2015 and has held it in 41 quarters since. The position peaked at $12.6M in Q4 2021. 452 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Riverbridge Partners held 8,718 shares of iShares Russell 2000 Growth ETF worth $3.43M as of Q2 2026.
  • Riverbridge Partners sold 2,426 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $885K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Riverbridge Partners's portfolio in Q2 2026, its #96 holding.
  • Riverbridge Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 41 quarters since.
  • Riverbridge Partners's iShares Russell 2000 Growth ETF position peaked at $12.6M in Q4 2021.
  • 452 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.