Ferguson Wellman Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ferguson Wellman Capital Management’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	$484K	Hold	1,229	–	–	0.01%	306
2026 Q1	$386K	Buy	+1,229	New	+$409K	0.01%	320
2021 Q1	–	Sell	-1,051	Closed	-$301K	–	368
2020 Q4	$301K	Hold	1,051	–	–	0.01%	321
2020 Q3	$233K	Hold	1,051	–	–	0.01%	323
2020 Q2	$217K	Buy	+1,051	New	+$197K	0.01%	319
2020 Q1	–	Sell	-1,051	Closed	-$225K	–	337
2019 Q4	$225K	Hold	1,051	–	–	0.01%	336
2019 Q3	$203K	Buy	1,051 +41	+4%	+$8.13K	0.01%	336
2019 Q2	$203K	Buy	+1,010	New	+$200K	0.01%	325
2018 Q4	–	Sell	-956	Closed	-$206K	–	351
2018 Q3	$206K	Buy	+956	New	+$204K	0.01%	329

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

Ferguson Wellman Capital Management's IWO Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,229 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #306.

Ferguson Wellman Capital Management first reported a position in IWO in Q3 2018 and has held it in 9 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Ferguson Wellman Capital Management held 1,229 shares of iShares Russell 2000 Growth ETF worth $484K as of Q2 2026.
Ferguson Wellman Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #306 holding.
Ferguson Wellman Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 9 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.