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

Triad 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 		$455K Sell
1,202
-133
-10% -$48.5K 0.03% 340
2026
Q1 		$419K Buy
1,335
+134
+11% +$44.6K 0.03% 312
2025
Q4 		$388K Sell
1,201
-62
-5% -$20.2K 0.04% 325
2025
Q3 		$404K Buy
1,263
+94
+8% +$28.4K 0.05% 236
2025
Q2 		$334K Sell
1,169
-2
-0.2% -$526 0.07% 199
2025
Q1 		$299K Sell
1,171
-3
-0.3% -$847 0.09% 161
2024
Q4 		$338K Buy
+1,174
New +$347K 0.12% 123
2024
Q3 		– Sell
-65
Closed -$17.2K – 474
2024
Q2 		$17.2K Buy
+65
New +$16.9K 0.01% 372

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

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

Triad Wealth Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, selling an estimated $48.5K and leaving 1,202 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #340.

Triad Wealth Partners first reported a position in IWO in Q2 2024 and has held it in 8 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Triad Wealth Partners held 1,202 shares of iShares Russell 2000 Growth ETF worth $455K as of Q2 2026.
  • Triad Wealth Partners sold 133 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $48.5K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #340 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.