Fiducient Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fiducient Advisors’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	$705K	Buy	1,789 +567	+46%	+$207K	0.1%	91
2026 Q1	$384K	Hold	1,222	–	–	0.05%	105
2025 Q4	$395K	Buy	1,222 +3	+0.2%	+$976	0.05%	124
2025 Q3	$390K	Buy	1,219 +1	+0.1%	+$302	0.05%	107
2025 Q2	$348K	Buy	1,218 +2	+0.2%	+$526	0.04%	113
2025 Q1	$311K	Sell	1,216 -1,879	-61%	-$530K	0.04%	127
2024 Q4	$891K	Buy	3,095 +35	+1%	+$10.4K	0.11%	76
2024 Q3	$869K	Sell	3,060 -9	-0.3%	-$2.46K	0.1%	77
2024 Q2	$806K	Buy	3,069 +1,220	+66%	+$317K	0.11%	72
2024 Q1	$501K	Hold	1,849	–	–	0.1%	85
2023 Q4	$466K	Buy	+1,849	New	+$417K	0.09%	79

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fiducient Advisors's IWO Position: Q2 2026 in Review

Fiducient Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 46% in Q2 2026, buying an estimated $207K and bringing the position to 1,789 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #91.

Fiducient Advisors first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $891K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Fiducient Advisors held 1,789 shares of iShares Russell 2000 Growth ETF worth $705K as of Q2 2026.
Fiducient Advisors bought 567 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $207K.
iShares Russell 2000 Growth ETF made up 0.1% of Fiducient Advisors's portfolio in Q2 2026, its #91 holding.
Fiducient Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Fiducient Advisors's iShares Russell 2000 Growth ETF position peaked at $891K in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.