SFP
IWO icon

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

Shepherd Financial 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
Q1 		$12.8M Sell
40,801
-661
-2% -$220K 1.21% 23
2025
Q4 		$13.4M Sell
41,462
-1,466
-3% -$477K 1.24% 24
2025
Q3 		$13.7M Sell
42,928
-961
-2% -$290K 1.31% 22
2025
Q2 		$12.5M Sell
43,889
-4,233
-9% -$1.11M 1.33% 20
2025
Q1 		$12.3M Sell
48,122
-77,981
-62% -$22M 1.44% 18
2024
Q4 		$36.3M Buy
126,103
+133
+0.1% +$39.3K 4.34% 4
2024
Q3 		$35.8M Sell
125,970
-5,252
-4% -$1.44M 4.3% 5
2024
Q2 		$34.4M Buy
131,222
+858
+0.7% +$223K 4.44% 5
2024
Q1 		$35.3M Buy
130,364
+12,593
+11% +$3.22M 4.62% 6
2023
Q4 		$29.7M Buy
117,771
+5,807
+5% +$1.31M 4.22% 6
2023
Q3 		$25.1M Buy
111,964
+3,070
+3% +$735K 3.94% 5
2023
Q2 		$26.4M Buy
108,894
+603
+0.6% +$138K 4.1% 5
2023
Q1 		$24.6M Buy
108,291
+1,961
+2% +$449K 4.11% 5
2022
Q4 		$22.8M Buy
106,330
+12,480
+13% +$2.73M 4.13% 5
2022
Q3 		$19.4M Buy
93,850
+91,539
+3,961% +$20.6M 3.78% 5
2022
Q2 		$477K Sell
2,311
-68,114
-97% -$15.2M 0.09% 116
2022
Q1 		$18M Buy
70,425
+13,126
+23% +$3.36M 3.22% 7
2021
Q4 		$16.8M Buy
57,299
+1,058
+2% +$319K 2.92% 7
2021
Q3 		$16.5M Buy
56,241
+1,035
+2% +$311K 3.19% 6
2021
Q2 		$17.2M Buy
55,206
+11,960
+28% +$3.6M 3.27% 6
2021
Q1 		$13M Buy
43,246
+16,467
+61% +$5.11M 2.88% 6
2020
Q4 		$7.69M Buy
+26,779
New +$6.82M 1.75% 10
2020
Q1 		– Sell
-4,288
Closed -$918K – 126
2019
Q4 		$918K Sell
4,288
-113
-3% -$22.9K 0.21% 70
2019
Q3 		$847K Sell
4,401
-106
-2% -$21K 0.21% 63
2019
Q2 		$905K Hold
4,507
– – 0.17% 66
2019
Q1 		$886K Hold
4,507
– – 0.17% 66
2018
Q4 		$757K Buy
4,507
+3,242
+256% +$605K 0.16% 65
2018
Q3 		$258K Hold
1,265
– – 0.06% 107
2018
Q2 		$262K Buy
+1,265
New +$253K 0.06% 107

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Shepherd Financial Partners's IWO Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q1 2026, selling an estimated $220K and leaving 40,801 shares worth $12.8M. The position accounts for 1.21% of the portfolio, ranked #23.

Shepherd Financial Partners first reported a position in IWO in Q2 2018 and has held it in 29 quarters since. The position peaked at $36.3M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Shepherd Financial Partners held 40,801 shares of iShares Russell 2000 Growth ETF worth $12.8M as of Q1 2026.
  • Shepherd Financial Partners sold 661 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $220K.
  • iShares Russell 2000 Growth ETF made up 1.21% of Shepherd Financial Partners's portfolio in Q1 2026, its #23 holding.
  • Shepherd Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 29 quarters since.
  • Shepherd Financial Partners's iShares Russell 2000 Growth ETF position peaked at $36.3M in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.