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

Strategic 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	$1.46M	Hold	3,712	–	–	0.09%	127
2026 Q1	$1.16M	Hold	3,712	–	–	0.08%	137
2025 Q4	$1.2M	Hold	3,712	–	–	0.08%	142
2025 Q3	$1.19M	Sell	3,712 -76	-2%	-$22.9K	0.09%	145
2025 Q2	$1.08M	Buy	+3,788	New	+$997K	0.09%	150
2021 Q1	–	Sell	-14,209	Closed	-$4.07M	–	195
2020 Q4	$4.07M	Sell	14,209 -325	-2%	-$82.8K	1.71%	11
2020 Q3	$3.22M	Buy	+14,534	New	+$3.18M	1.63%	12

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

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

Strategic Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,712 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #127.

Strategic Wealth Partners first reported a position in IWO in Q3 2020 and has held it in 7 quarters since. The position peaked at $4.07M in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Strategic Wealth Partners held 3,712 shares of iShares Russell 2000 Growth ETF worth $1.46M as of Q2 2026.
Strategic Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.09% of Strategic Wealth Partners's portfolio in Q2 2026, its #127 holding.
Strategic Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 7 quarters since.
Strategic Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $4.07M in Q4 2020.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.