FCI
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Financial Counselors Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-12,708
Closed -$3.25M – 280
2025
Q1 		$3.25M Sell
12,708
-359
-3% -$101K 0.05% 231
2024
Q4 		$3.76M Buy
13,067
+287
+2% +$84.9K 0.05% 218
2024
Q3 		$3.63M Sell
12,780
-203
-2% -$55.6K 0.05% 220
2024
Q2 		$3.41M Sell
12,983
-425
-3% -$110K 0.05% 216
2024
Q1 		$3.63M Sell
13,408
-807
-6% -$206K 0.06% 213
2023
Q4 		$3.59M Buy
14,215
+129
+0.9% +$29.1K 0.06% 214
2023
Q3 		$3.16M Buy
14,086
+508
+4% +$122K 0.06% 214
2023
Q2 		$3.29M Sell
13,578
-491
-3% -$113K 0.07% 206
2023
Q1 		$3.19M Sell
14,069
-154
-1% -$35.2K 0.07% 210
2022
Q4 		$3.05M Buy
14,223
+1,441
+11% +$316K 0.07% 215
2022
Q3 		$2.64M Sell
12,782
-341
-3% -$76.7K 0.07% 213
2022
Q2 		$2.71M Buy
13,123
+1,414
+12% +$315K 0.06% 215
2022
Q1 		$3M Buy
11,709
+284
+2% +$72.7K 0.06% 219
2021
Q4 		$3.35M Sell
11,425
-300
-3% -$90.4K 0.07% 214
2021
Q3 		$3.44M Sell
11,725
-16
-0.1% -$4.81K 0.07% 213
2021
Q2 		$3.66M Sell
11,741
-401
-3% -$121K 0.08% 207
2021
Q1 		$3.65M Sell
12,142
-179
-1% -$55.6K 0.08% 206
2020
Q4 		$3.53M Buy
12,321
+22
+0.2% +$5.61K 0.09% 203
2020
Q3 		$2.72M Buy
12,299
+153
+1% +$33.5K 0.08% 203
2020
Q2 		$2.51M Buy
12,146
+1,227
+11% +$229K 0.08% 212
2020
Q1 		$1.73M Sell
10,919
-65
-0.6% -$12.9K 0.08% 203
2019
Q4 		$2.35M Hold
10,984
– – 0.08% 211
2019
Q3 		$2.12M Buy
10,984
+2,998
+38% +$594K 0.08% 211
2019
Q2 		$1.6M Sell
7,986
-13
-0.2% -$2.57K 0.07% 232
2019
Q1 		$1.57M Buy
7,999
+123
+2% +$23.4K 0.07% 233
2018
Q4 		$1.32M Hold
7,876
– – 0.07% 233
2018
Q3 		$1.69M Sell
7,876
-195
-2% -$41.6K 0.07% 224
2018
Q2 		$1.65M Sell
8,071
-107
-1% -$21.4K 0.08% 226
2018
Q1 		$1.56M Sell
8,178
-100
-1% -$19.2K 0.07% 228
2017
Q4 		$1.55M Sell
8,278
-138
-2% -$25.2K 0.07% 243
2017
Q3 		$1.5M Hold
8,416
– – 0.07% 243
2017
Q2 		$1.42M Buy
8,416
+8
+0.1% +$1.32K 0.07% 249
2017
Q1 		$1.36M Buy
8,408
+750
+10% +$119K 0.07% 246
2016
Q4 		$1.18M Buy
+7,658
New +$1.14M 0.06% 258
2016
Q2 		$1.23M Sell
8,975
-1,240
-12% -$167K 0.07% 234
2016
Q1 		$1.35M Sell
10,215
-3,409
-25% -$425K 0.08% 225
2015
Q4 		$1.9M Buy
13,624
+4,210
+45% +$597K 0.12% 193
2015
Q3 		$1.26M Sell
9,414
-194
-2% -$28.7K 0.09% 225
2015
Q2 		$1.49M Buy
9,608
+80
+0.8% +$12.3K 0.09% 220
2015
Q1 		$1.44M Buy
9,528
+850
+10% +$124K 0.09% 232
2014
Q4 		$1.24M Sell
8,678
-50
-0.6% -$6.76K 0.08% 244
2014
Q3 		$1.13M Buy
8,728
+174
+2% +$23.3K 0.08% 248
2014
Q2 		$1.18M Buy
8,554
+200
+2% +$26.3K 0.08% 239
2014
Q1 		$1.14M Buy
8,354
+946
+13% +$129K 0.08% 247
2013
Q4 		$1M Buy
7,408
+560
+8% +$72.6K 0.08% 247
2013
Q3 		$862K Buy
6,848
+456
+7% +$55K 0.07% 247
2013
Q2 		$713K Buy
+6,392
New +$698K 0.06% 246

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Counselors Inc's IWO Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 12,708 shares — an estimated $3.25M sold.

Financial Counselors Inc first reported a position in IWO in Q2 2013 and held it in 47 quarters. The position peaked at $3.76M in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 12,708 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $3.25M.
  • Financial Counselors Inc first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's iShares Russell 2000 Growth ETF position peaked at $3.76M in Q4 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.