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

Fiduciary Trust’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 		$7.87M Sell
19,973
-481
-2% -$176K 0.09% 130
2026
Q1 		$6.42M Sell
20,454
-306
-1% -$102K 0.08% 142
2025
Q4 		$6.71M Sell
20,760
-693
-3% -$225K 0.08% 140
2025
Q3 		$6.87M Sell
21,453
-47
-0.2% -$14.2K 0.08% 142
2025
Q2 		$6.15M Sell
21,500
-944
-4% -$248K 0.08% 149
2025
Q1 		$5.74M Sell
22,444
-38
-0.2% -$10.7K 0.08% 151
2024
Q4 		$6.47M Sell
22,482
-12
-0.1% -$3.55K 0.09% 140
2024
Q3 		$6.39M Sell
22,494
-1
-0% -$274 0.09% 146
2024
Q2 		$5.91M Sell
22,495
-1,004
-4% -$261K 0.09% 144
2024
Q1 		$6.36M Sell
23,499
-41
-0.2% -$10.5K 0.1% 135
2023
Q4 		$5.94M Sell
23,540
-3,545
-13% -$799K 0.1% 137
2023
Q3 		$6.07M Buy
27,085
+43
+0.2% +$10.3K 0.11% 125
2023
Q2 		$6.56M Sell
27,042
-522
-2% -$120K 0.12% 122
2023
Q1 		$6.25M Sell
27,564
-704
-2% -$161K 0.12% 131
2022
Q4 		$6.06M Sell
28,268
-570
-2% -$125K 0.12% 137
2022
Q3 		$5.96M Sell
28,838
-976
-3% -$220K 0.13% 126
2022
Q2 		$6.15M Sell
29,814
-3,746
-11% -$835K 0.13% 129
2022
Q1 		$8.58M Sell
33,560
-546
-2% -$140K 0.15% 115
2021
Q4 		$9.99M Sell
34,106
-510
-1% -$154K 0.16% 111
2021
Q3 		$10.2M Sell
34,616
-4,220
-11% -$1.27M 0.18% 105
2021
Q2 		$12.1M Sell
38,836
-1,930
-5% -$581K 0.23% 87
2021
Q1 		$12.3M Sell
40,766
-978
-2% -$304K 0.25% 83
2020
Q4 		$12M Buy
41,744
+1,960
+5% +$500K 0.25% 80
2020
Q3 		$8.81M Buy
39,784
+989
+3% +$216K 0.21% 96
2020
Q2 		$8.03M Sell
38,795
-252
-0.6% -$47.1K 0.2% 102
2020
Q1 		$6.18M Sell
39,047
-91
-0.2% -$18.1K 0.18% 105
2019
Q4 		$8.38M Sell
39,138
-2,061
-5% -$418K 0.2% 102
2019
Q3 		$7.94M Sell
41,199
-159
-0.4% -$31.5K 0.2% 101
2019
Q2 		$8.31M Sell
41,358
-3,310
-7% -$655K 0.22% 93
2019
Q1 		$8.79M Sell
44,668
-193
-0.4% -$36.7K 0.24% 89
2018
Q4 		$7.54M Sell
44,861
-3,635
-7% -$678K 0.23% 92
2018
Q3 		$10.4M Sell
48,496
-1,476
-3% -$315K 0.29% 84
2018
Q2 		$10.2M Sell
49,972
-403
-0.8% -$80.6K 0.31% 83
2018
Q1 		$9.6M Sell
50,375
-1,976
-4% -$379K 0.3% 85
2017
Q4 		$9.77M Sell
52,351
-297
-0.6% -$54.2K 0.29% 89
2017
Q3 		$9.42M Buy
52,648
+1,332
+3% +$226K 0.29% 87
2017
Q2 		$8.66M Sell
51,316
-2,996
-6% -$493K 0.27% 89
2017
Q1 		$8.78M Sell
54,312
-946
-2% -$150K 0.27% 89
2016
Q4 		$8.51M Sell
55,258
-2,408
-4% -$359K 0.28% 91
2016
Q3 		$8.59M Buy
57,666
+1,326
+2% +$193K 0.29% 81
2016
Q2 		$7.73M Sell
56,340
-7,603
-12% -$1.03M 0.27% 86
2016
Q1 		$8.48M Buy
63,943
+23,548
+58% +$2.94M 0.3% 84
2015
Q4 		$5.63M Buy
40,395
+15,973
+65% +$2.27M 0.24% 95
2015
Q3 		$3.27M Buy
24,422
+284
+1% +$42.1K 0.15% 122
2015
Q2 		$3.73M Sell
24,138
-5
-0% -$766 0.16% 121
2015
Q1 		$3.66M Buy
24,143
+1,503
+7% +$219K 0.15% 128
2014
Q4 		$3.22M Buy
22,640
+973
+4% +$132K 0.14% 126
2014
Q3 		$2.81M Sell
21,667
-90
-0.4% -$12.1K 0.12% 130
2014
Q2 		$3.01M Sell
21,757
-1,130
-5% -$149K 0.13% 130
2014
Q1 		$3.11M Buy
22,887
+1,700
+8% +$232K 0.14% 128
2013
Q4 		$2.87M Buy
21,187
+587
+3% +$76.1K 0.13% 129
2013
Q3 		$2.59M Sell
20,600
-6,134
-23% -$739K 0.12% 130
2013
Q2 		$2.98M Buy
+26,734
New +$2.92M 0.14% 117

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 Trust's IWO Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.4% in Q2 2026, selling an estimated $176K and leaving 19,973 shares worth $7.87M. The position accounts for 0.09% of the portfolio, ranked #130.

Fiduciary Trust first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q1 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Fiduciary Trust held 19,973 shares of iShares Russell 2000 Growth ETF worth $7.87M as of Q2 2026.
  • Fiduciary Trust sold 481 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $176K.
  • iShares Russell 2000 Growth ETF made up 0.09% of Fiduciary Trust's portfolio in Q2 2026, its #130 holding.
  • Fiduciary Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Fiduciary Trust's iShares Russell 2000 Growth ETF position peaked at $12.3M in Q1 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.