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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
Q3 		$805K Sell
2,256
-93
-4% -$35.1K 0.21% 62
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

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

FC Advisory's IWO Position: Q3 2026 in Review

FC Advisory reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4% in Q3 2026, selling an estimated $35.1K and leaving 2,256 shares worth $805K. The position accounts for 0.21% of the portfolio, ranked #62.

FC Advisory first reported a position in IWO in Q1 2022 and has held it in 19 quarters since. The position peaked at $925K in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • FC Advisory held 2,256 shares of iShares Russell 2000 Growth ETF worth $805K as of Q3 2026.
  • FC Advisory sold 93 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $35.1K.
  • iShares Russell 2000 Growth ETF made up 0.21% of FC Advisory's portfolio in Q3 2026, its #62 holding.
  • FC Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • FC Advisory's iShares Russell 2000 Growth ETF position peaked at $925K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.