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 Q3	$439K	Hold	1,229	–	–	0.01%	310
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

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

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

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

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

Ferguson Wellman Capital Management's IWO Position: Q3 2026 in Review

Ferguson Wellman Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 1,229 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #310.

Ferguson Wellman Capital Management first reported a position in IWO in Q3 2018 and has held it in 10 quarters since. The position peaked at $484K in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Ferguson Wellman Capital Management held 1,229 shares of iShares Russell 2000 Growth ETF worth $439K as of Q3 2026.
Ferguson Wellman Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #310 holding.
Ferguson Wellman Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 10 quarters since.
Ferguson Wellman Capital Management's iShares Russell 2000 Growth ETF position peaked at $484K in Q2 2026.
43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.