Facet Wealth Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Facet Wealth Inc’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 Q3	$216K	Buy	+604	New	+$228K	﹤0.01%	435

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Facet Wealth Inc's IWO Position: Q3 2026 in Review

Facet Wealth Inc opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2026: 604 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Facet Wealth Inc held 604 shares of iShares Russell 2000 Growth ETF worth $216K as of Q3 2026.
iShares Russell 2000 Growth ETF was a new Facet Wealth Inc position in Q3 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #435 holding.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.