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Fiduciary Alliance’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fiduciary Alliance’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 		$1.22M Sell
3,105
-270
-8% -$98.5K 0.08% 241
2026
Q1 		$1.17M Buy
3,375
+254
+8% +$84.5K 0.07% 243
2025
Q4 		$1.01M Buy
3,121
+128
+4% +$41.6K 0.07% 240
2025
Q3 		$958K Buy
2,993
+244
+9% +$73.6K 0.06% 244
2025
Q2 		$786K Sell
2,749
-643
-19% -$169K 0.06% 257
2025
Q1 		$867K Buy
3,392
+1,798
+113% +$507K 0.09% 182
2024
Q4 		$459K Buy
1,594
+52
+3% +$15.4K 0.05% 245
2024
Q3 		$438K Buy
+1,542
New +$422K 0.06% 169
2023
Q3 		– Sell
-41
Closed -$9.95K – 554
2023
Q2 		$9.95K Buy
+41
New +$9.4K ﹤0.01% 562
2023
Q1 		– Sell
-51
Closed -$10.9K – 496
2022
Q4 		$10.9K Buy
+51
New +$11.2K ﹤0.01% 394

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 22.96% 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

Fiduciary Alliance's IWO Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Russell 2000 Growth ETF (IWO) stake by 8% in Q2 2026, selling an estimated $98.5K and leaving 3,105 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #241.

Fiduciary Alliance first reported a position in IWO in Q4 2022 and has held it in 10 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Fiduciary Alliance held 3,105 shares of iShares Russell 2000 Growth ETF worth $1.22M as of Q2 2026.
  • Fiduciary Alliance sold 270 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $98.5K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #241 holding.
  • Fiduciary Alliance first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.