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

Tounjian Advisory 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	$5.27K	Buy	+13	New	+$4.74K	﹤0.01%	444
2026 Q1	–	Sell	-1,362	Closed	-$440K	–	152
2025 Q4	$440K	Sell	1,362 -58	-4%	-$18.9K	0.15%	129
2025 Q3	$454K	Sell	1,420 -970	-41%	-$293K	0.15%	126
2025 Q2	$611K	Sell	2,390 -92	-4%	-$24.2K	0.12%	178
2025 Q1	$634K	Buy	+2,482	New	+$701K	0.12%	177

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

Tounjian Advisory Partners's IWO Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 13 shares worth $5.27K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in IWO as recently as Q4 2025.

Tounjian Advisory Partners first reported a position in IWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $634K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Tounjian Advisory Partners held 13 shares of iShares Russell 2000 Growth ETF worth $5.27K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Tounjian Advisory Partners position in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #444 holding.
Tounjian Advisory Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Tounjian Advisory Partners's iShares Russell 2000 Growth ETF position peaked at $634K in Q1 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.