Financial Freedom LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Freedom LLC’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 Q1	$129K	Hold	412	–	–	0.06%	124
2025 Q4	$133K	Buy	412 +1	+0.2%	+$325	0.07%	121
2025 Q3	$131K	Buy	411 +1	+0.2%	+$302	0.07%	126
2025 Q2	$117K	Hold	410	–	–	0.06%	129
2025 Q1	$105K	Sell	410 -188	-31%	-$53.1K	0.06%	130
2024 Q4	$172K	Buy	598 +2	+0.3%	+$592	0.09%	104
2024 Q3	$169K	Buy	596 +1	+0.2%	+$274	0.09%	110
2024 Q2	$156K	Buy	595 +1	+0.2%	+$260	0.09%	111
2024 Q1	$161K	Buy	594 +1	+0.2%	+$256	0.1%	110
2023 Q4	$150K	Buy	593 +2	+0.3%	+$451	0.1%	107
2023 Q3	$132K	Hold	591	–	–	0.09%	112
2023 Q2	$143K	Buy	591 +1	+0.2%	+$229	0.1%	104
2023 Q1	$134K	Buy	590 +1	+0.2%	+$229	0.1%	104
2022 Q4	$126K	Buy	+589	New	+$129K	0.08%	102

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Financial Freedom LLC's IWO Position: Q1 2026 in Review

Financial Freedom LLC held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 412 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #124.

Financial Freedom LLC first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $172K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Financial Freedom LLC held 412 shares of iShares Russell 2000 Growth ETF worth $129K as of Q1 2026.
Financial Freedom LLC left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Financial Freedom LLC's portfolio in Q1 2026, its #124 holding.
Financial Freedom LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's iShares Russell 2000 Growth ETF position peaked at $172K in Q4 2024.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.