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

Fiduciary Financial Group’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	$512K	Sell	1,300 -41	-3%	-$15K	0.06%	190
2026 Q1	$421K	Buy	1,341 +41	+3%	+$13.6K	0.06%	216
2025 Q4	$420K	Hold	1,300	–	–	0.06%	196
2025 Q3	$416K	Hold	1,300	–	–	0.07%	180
2025 Q2	$371K	Hold	1,300	–	–	0.07%	181
2025 Q1	$306K	Hold	1,300	–	–	0.07%	185
2024 Q4	$370K	Hold	1,300	–	–	0.08%	151
2024 Q3	$366K	Hold	1,300	–	–	0.08%	160
2024 Q2	$377K	Buy	+1,300	New	+$337K	0.09%	141

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Fiduciary Financial Group's IWO Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.1% in Q2 2026, selling an estimated $15K and leaving 1,300 shares worth $512K. The position accounts for 0.06% of the portfolio, ranked #190.

Fiduciary Financial Group first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Fiduciary Financial Group held 1,300 shares of iShares Russell 2000 Growth ETF worth $512K as of Q2 2026.
Fiduciary Financial Group sold 41 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $15K.
iShares Russell 2000 Growth ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #190 holding.
Fiduciary Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
510 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.