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Fidelis Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fidelis Capital 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
Q2 		$1.25M Buy
3,181
+333
+12% +$122K 0.07% 198
2026
Q1 		$894K Sell
2,848
-97
-3% -$32.3K 0.06% 226
2025
Q4 		$951K Sell
2,945
-294
-9% -$95.6K 0.07% 212
2025
Q3 		$1.04M Sell
3,239
-43
-1% -$13K 0.08% 189
2025
Q2 		$958K Sell
3,282
-104
-3% -$27.4K 0.09% 179
2025
Q1 		$855K Sell
3,386
-3
-0.1% -$847 0.09% 175
2024
Q4 		$996K Buy
3,389
+1,528
+82% +$452K 0.1% 168
2024
Q3 		$526K Buy
1,861
+446
+32% +$122K 0.06% 229
2024
Q2 		$363K Hold
1,415
– – 0.05% 249
2024
Q1 		$383K Buy
+1,415
New +$362K 0.06% 245

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Fidelis Capital Partners's IWO Position: Q2 2026 in Review

Fidelis Capital Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 3,181 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #198.

Fidelis Capital Partners first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Fidelis Capital Partners held 3,181 shares of iShares Russell 2000 Growth ETF worth $1.25M as of Q2 2026.
  • Fidelis Capital Partners bought 333 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $122K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Fidelis Capital Partners's portfolio in Q2 2026, its #198 holding.
  • Fidelis Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.