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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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 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. 221 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.
  • 221 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.