F/M Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

F/M Investments’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	–	Sell	-2,254	Closed	-$728K	–	392
2025 Q4	$728K	Hold	2,254	–	–	0.03%	306
2025 Q3	$721K	Hold	2,254	–	–	0.03%	314
2025 Q2	$644K	Hold	2,254	–	–	0.02%	313
2025 Q1	$576K	Sell	2,254 -1,000	-31%	-$282K	0.02%	321
2024 Q4	$937K	Buy	+3,254	New	+$963K	0.03%	291

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

F/M Investments's IWO Position: Q1 2026 in Review

F/M Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 2,254 shares — an estimated $728K sold.

F/M Investments first reported a position in IWO in Q4 2024 and held it in 5 quarters. The position peaked at $937K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

F/M Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 2,254 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $728K.
F/M Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 5 quarters.
F/M Investments's iShares Russell 2000 Growth ETF position peaked at $937K in Q4 2024.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.