Family Investment Center’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Family Investment Center’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	$220K	Buy	+559	New	+$204K	0.04%	114
2025 Q4	–	Sell	-731	Closed	-$234K	–	105
2025 Q3	$234K	Hold	731	–	–	0.05%	91
2025 Q2	$209K	Buy	+731	New	+$192K	0.05%	92
2025 Q1	–	Sell	-731	Closed	-$210K	–	85
2024 Q4	$210K	Hold	731	–	–	0.05%	86
2024 Q3	$208K	Buy	+731	New	+$200K	0.05%	84
2024 Q2	–	Sell	-743	Closed	-$201K	–	86
2024 Q1	$201K	Buy	+743	New	+$190K	0.06%	79

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

Family Investment Center's IWO Position: Q2 2026 in Review

Family Investment Center opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 559 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings. This is a return to the name: Family Investment Center previously reported a position in IWO as recently as Q3 2025.

Family Investment Center first reported a position in IWO in Q1 2024 and has held it in 6 quarters since. The position peaked at $234K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Family Investment Center held 559 shares of iShares Russell 2000 Growth ETF worth $220K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Family Investment Center position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of Family Investment Center's portfolio in Q2 2026, its #114 holding.
Family Investment Center first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 6 quarters since.
Family Investment Center's iShares Russell 2000 Growth ETF position peaked at $234K in Q3 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.