FC Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FC Advisory’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	$925K	Buy	2,349 +2	+0.1%	+$730	0.25%	58
2026 Q1	$736K	Sell	2,347 -43	-2%	-$14.3K	0.22%	62
2025 Q4	$772K	Sell	2,390 -107	-4%	-$34.8K	0.22%	64
2025 Q3	$799K	Buy	2,497 +3	+0.1%	+$905	0.23%	61
2025 Q2	$713K	Buy	2,494 +2	+0.1%	+$526	0.22%	64
2025 Q1	$637K	Buy	2,492 +3	+0.1%	+$847	0.22%	66
2024 Q4	$716K	Sell	2,489 -2	-0.1%	-$592	0.24%	58
2024 Q3	$707K	Buy	2,491 +21	+0.9%	+$5.75K	0.24%	56
2024 Q2	$649K	Buy	2,470 +280	+13%	+$72.7K	0.24%	56
2024 Q1	$593K	Buy	2,190 +3	+0.1%	+$767	0.22%	56
2023 Q4	$552K	Buy	2,187 +152	+7%	+$34.3K	0.21%	61
2023 Q3	$456K	Hold	2,035	–	–	0.19%	66
2023 Q2	$494K	Buy	2,035 +2	+0.1%	+$459	0.2%	61
2023 Q1	$461K	Buy	2,033 +90	+5%	+$20.6K	0.2%	61
2022 Q4	$417K	Buy	1,943 +53	+3%	+$11.6K	0.2%	62
2022 Q3	$390K	Buy	1,890 +830	+78%	+$187K	0.2%	58
2022 Q2	$219K	Buy	1,060 +212	+25%	+$47.3K	0.1%	79
2022 Q1	$217K	Buy	+848	New	+$217K	0.09%	77

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

FC Advisory's IWO Position: Q2 2026 in Review

FC Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.09% in Q2 2026, buying an estimated $730 and bringing the position to 2,349 shares worth $925K. The position accounts for 0.25% of the portfolio, ranked #58.

FC Advisory first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

FC Advisory held 2,349 shares of iShares Russell 2000 Growth ETF worth $925K as of Q2 2026.
FC Advisory bought 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
iShares Russell 2000 Growth ETF made up 0.25% of FC Advisory's portfolio in Q2 2026, its #58 holding.
FC Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.