FWP
IWO icon

FAS Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FAS 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 		$1.02M Buy
3,235
+141
+5% +$46.9K 0.06% 168
2025
Q4 		$1,000K Buy
3,094
+60
+2% +$19.5K 0.06% 164
2025
Q3 		$971K Buy
3,034
+287
+10% +$86.6K 0.07% 166
2025
Q2 		$785K Sell
2,747
-84
-3% -$22.1K 0.06% 179
2025
Q1 		$723K Sell
2,831
-128
-4% -$36.1K 0.06% 174
2024
Q4 		$852K Sell
2,959
-32
-1% -$9.47K 0.07% 161
2024
Q3 		$849K Buy
2,991
+17
+0.6% +$4.66K 0.07% 156
2024
Q2 		$781K Buy
2,974
+14
+0.5% +$3.63K 0.07% 157
2024
Q1 		$802K Buy
2,960
+19
+0.6% +$4.86K 0.07% 156
2023
Q4 		$742K Sell
2,941
-374
-11% -$84.3K 0.07% 167
2023
Q3 		$743K Sell
3,315
-69
-2% -$16.5K 0.08% 160
2023
Q2 		$821K Buy
3,384
+95
+3% +$21.8K 0.1% 137
2023
Q1 		$746K Sell
3,289
-523
-14% -$120K 0.08% 165
2022
Q4 		$818K Sell
3,812
-417
-10% -$91.4K 0.09% 161
2022
Q3 		$874K Sell
4,229
-1,335
-24% -$300K 0.1% 141
2022
Q2 		$1.15M Buy
5,564
+2,076
+60% +$463K 0.12% 112
2022
Q1 		$892K Sell
3,488
-207
-6% -$53K 0.08% 145
2021
Q4 		$1.08M Sell
3,695
-35
-0.9% -$10.5K 0.1% 124
2021
Q3 		$1.09M Buy
3,730
+272
+8% +$81.7K 0.1% 122
2021
Q2 		$1.08M Sell
3,458
-45
-1% -$13.5K 0.1% 125
2021
Q1 		$1.05M Buy
3,503
+414
+13% +$128K 0.11% 118
2020
Q4 		$885K Sell
3,089
-39
-1% -$9.94K 0.1% 125
2020
Q3 		$693K Buy
3,128
+1
+0% +$219 0.09% 137
2020
Q2 		$647K Sell
3,127
-48
-2% -$8.98K 0.1% 133
2020
Q1 		$502K Sell
3,175
-1,714
-35% -$340K 0.09% 133
2019
Q4 		$1.05M Buy
4,889
+9
+0.2% +$1.83K 0.18% 89
2019
Q3 		$941K Buy
4,880
+7
+0.1% +$1.39K 0.17% 92
2019
Q2 		$979K Sell
4,873
-39
-0.8% -$7.71K 0.18% 88
2019
Q1 		$966K Buy
4,912
+37
+0.8% +$7.04K 0.19% 86
2018
Q4 		$819K Buy
4,875
+2,429
+99% +$453K 0.19% 89
2018
Q3 		$526K Buy
2,446
+107
+5% +$22.8K 0.12% 112
2018
Q2 		$478K Hold
2,339
– – 0.13% 112
2018
Q1 		$446K Sell
2,339
-117
-5% -$22.5K 0.13% 120
2017
Q4 		$459K Sell
2,456
-255
-9% -$46.5K 0.12% 117
2017
Q3 		$485K Buy
2,711
+33
+1% +$5.61K 0.14% 106
2017
Q2 		$452K Hold
2,678
– – 0.13% 104
2017
Q1 		$433K Sell
2,678
-614
-19% -$97.4K 0.13% 106
2016
Q4 		$507K Buy
3,292
+4
+0.1% +$597 0.15% 87
2016
Q3 		$490K Sell
3,288
-75
-2% -$10.9K 0.16% 81
2016
Q2 		$461K Buy
3,363
+293
+10% +$39.5K 0.17% 82
2016
Q1 		$407K Sell
3,070
-7,194
-70% -$898K 0.21% 61
2015
Q4 		$1.43M Buy
10,264
+8
+0.1% +$1.14K 0.71% 17
2015
Q3 		$1.37M Buy
10,256
+1,862
+22% +$276K 0.79% 13
2015
Q2 		$1.3M Sell
8,394
-47
-0.6% -$7.2K 0.65% 17
2015
Q1 		$1.28M Sell
8,441
-14
-0.2% -$2.04K 0.65% 19
2014
Q4 		$1.2M Buy
+8,455
New +$1.14M 0.64% 19
2014
Q1 		– Sell
-3,900
Closed -$385K – 91
2013
Q4 		$385K Buy
+3,900
New +$505K 0.23% 46

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

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

FAS Wealth Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.6% in Q1 2026, buying an estimated $46.9K and bringing the position to 3,235 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #168.

FAS Wealth Partners first reported a position in IWO in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.43M in Q4 2015. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • FAS Wealth Partners held 3,235 shares of iShares Russell 2000 Growth ETF worth $1.02M as of Q1 2026.
  • FAS Wealth Partners bought 141 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $46.9K.
  • iShares Russell 2000 Growth ETF made up 0.06% of FAS Wealth Partners's portfolio in Q1 2026, its #168 holding.
  • FAS Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 47 quarters since.
  • FAS Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $1.43M in Q4 2015.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.