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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
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 $1.37T 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

Triad Wealth Partners's IWO Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q1 2026, buying an estimated $44.6K and bringing the position to 1,335 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #312.

Triad Wealth Partners first reported a position in IWO in Q2 2024 and has held it in 7 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Triad Wealth Partners held 1,335 shares of iShares Russell 2000 Growth ETF worth $419K as of Q1 2026.
  • Triad Wealth Partners bought 134 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $44.6K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #312 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.