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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Fidelis Capital Partners's IWO Position: Q1 2026 in Review

Fidelis Capital Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.3% in Q1 2026, selling an estimated $32.3K and leaving 2,848 shares worth $894K. The position accounts for 0.06% of the portfolio, ranked #226.

Fidelis Capital Partners first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Fidelis Capital Partners held 2,848 shares of iShares Russell 2000 Growth ETF worth $894K as of Q1 2026.
Fidelis Capital Partners sold 97 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $32.3K.
iShares Russell 2000 Growth ETF made up 0.06% of Fidelis Capital Partners's portfolio in Q1 2026, its #226 holding.
Fidelis Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Fidelis Capital Partners's iShares Russell 2000 Growth ETF position peaked at $1.04M in Q3 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.