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Farther Finance Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Farther Finance Advisors’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 		$8.18M Buy
22,926
+1,479
+7% +$558K 0.06% 297
2026
Q2 		$8.45M Buy
21,447
+2,287
+12% +$835K 0.07% 257
2026
Q1 		$6.06M Buy
19,160
+14,752
+335% +$4.91M 0.06% 298
2025
Q4 		$1.42M Buy
4,408
+1,315
+43% +$428K 0.02% 728
2025
Q3 		$990K Buy
3,093
+2,292
+286% +$691K 0.01% 735
2025
Q2 		$229K Buy
801
+148
+23% +$39K ﹤0.01% 1330
2025
Q1 		$167K Buy
653
+24
+4% +$6.77K ﹤0.01% 1301
2024
Q4 		$181K Sell
629
-18
-3% -$5.33K 0.01% 1033
2024
Q3 		$184K Buy
647
+489
+309% +$134K 0.01% 1025
2024
Q2 		$41.2K Sell
158
-21
-12% -$5.45K ﹤0.01% 1501
2024
Q1 		$48.1K Buy
179
+15
+9% +$3.83K ﹤0.01% 1207
2023
Q4 		$41.4K Sell
164
-30
-15% -$6.76K ﹤0.01% 1107
2023
Q3 		$43.5K Sell
194
-20
-9% -$4.79K 0.01% 815
2023
Q2 		$51.9K Buy
214
+137
+178% +$31.4K 0.01% 659
2023
Q1 		$17.5K Buy
+77
New +$17.6K 0.01% 943

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Farther Finance Advisors's IWO Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.9% in Q3 2026, buying an estimated $558K and bringing the position to 22,926 shares worth $8.18M. The position accounts for 0.06% of the portfolio, ranked #297.

Farther Finance Advisors first reported a position in IWO in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.45M in Q2 2026. 41 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Farther Finance Advisors held 22,926 shares of iShares Russell 2000 Growth ETF worth $8.18M as of Q3 2026.
  • Farther Finance Advisors bought 1,479 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $558K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #297 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares Russell 2000 Growth ETF position peaked at $8.45M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.