First Business Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Business Financial Services’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	$983K	Hold	3,132	–	–	0.09%	85
2025 Q4	$1.01M	Hold	3,132	–	–	0.09%	78
2025 Q3	$1M	Hold	3,132	–	–	0.09%	83
2025 Q2	$895K	Hold	3,132	–	–	0.08%	86
2025 Q1	$800K	Hold	3,132	–	–	0.08%	91
2024 Q4	$901K	Hold	3,132	–	–	0.09%	83
2024 Q3	$889K	Hold	3,132	–	–	0.09%	84
2024 Q2	$822K	Hold	3,132	–	–	0.09%	83
2024 Q1	$848K	Hold	3,132	–	–	0.09%	82
2023 Q4	$790K	Sell	3,132 -20	-0.6%	-$4.51K	0.09%	83
2023 Q3	$707K	Hold	3,152	–	–	0.09%	92
2023 Q2	$765K	Hold	3,152	–	–	0.09%	91
2023 Q1	$715K	Hold	3,152	–	–	0.09%	89
2022 Q4	$676K	Hold	3,152	–	–	0.09%	88
2022 Q3	$651K	Hold	3,152	–	–	0.09%	87
2022 Q2	$650K	Hold	3,152	–	–	0.09%	87
2022 Q1	$806K	Hold	3,152	–	–	0.09%	84
2021 Q4	$924K	Hold	3,152	–	–	0.1%	79
2021 Q3	$925K	Hold	3,152	–	–	0.11%	74
2021 Q2	$982K	Hold	3,152	–	–	0.11%	67
2021 Q1	$948K	Hold	3,152	–	–	0.13%	53
2020 Q4	$904K	Hold	3,152	–	–	0.13%	44
2020 Q3	$698K	Hold	3,152	–	–	0.12%	55
2020 Q2	$652K	Hold	3,152	–	–	0.12%	51
2020 Q1	$499K	Sell	3,152 -275	-8%	-$54.6K	0.1%	60
2019 Q4	$734K	Hold	3,427	–	–	0.12%	51
2019 Q3	$660K	Buy	3,427 +295	+9%	+$58.5K	0.11%	53
2019 Q2	$629K	Hold	3,132	–	–	0.11%	58
2019 Q1	$616K	Hold	3,132	–	–	0.11%	58
2018 Q4	$526K	Hold	3,132	–	–	0.09%	86
2018 Q3	$674K	Hold	3,132	–	–	0.11%	70
2018 Q2	$640K	Sell	3,132 -500	-14%	-$100K	0.11%	57
2018 Q1	$692K	Hold	3,632	–	–	0.13%	54
2017 Q4	$678K	Hold	3,632	–	–	0.12%	53
2017 Q3	$650K	Hold	3,632	–	–	0.13%	29
2017 Q2	$613K	Hold	3,632	–	–	0.13%	25
2017 Q1	$587K	Hold	3,632	–	–	0.12%	25
2016 Q4	$559K	Hold	3,632	–	–	0.13%	24
2016 Q3	$541K	Sell	3,632 -9,119	-72%	-$1.33M	0.13%	19
2016 Q2	$1.75M	Buy	12,751 +174	+1%	+$23.5K	0.45%	14
2016 Q1	$1.67M	Sell	12,577 -6,950	-36%	-$867K	0.45%	16
2015 Q4	$2.72M	Buy	19,527 +384	+2%	+$54.5K	0.81%	18
2015 Q3	$2.56M	Sell	19,143 -4,093	-18%	-$606K	0.82%	15
2015 Q2	$3.59M	Sell	23,236 -3,537	-13%	-$542K	1.04%	13
2015 Q1	$4.06M	Sell	26,773 -48,296	-64%	-$7.04M	1.22%	13
2014 Q4	$10.7M	Buy	75,069 +15,949	+27%	+$2.16M	3.44%	8
2014 Q3	$7.67M	Sell	59,120 -9,092	-13%	-$1.22M	2.78%	10
2014 Q2	$9.44M	Sell	68,212 -3,088	-4%	-$406K	3.51%	8
2014 Q1	$9.7M	Sell	71,300 -12,250	-15%	-$1.68M	3.86%	8
2013 Q4	$11.3M	Buy	83,550 +31,669	+61%	+$4.1M	4.71%	7
2013 Q3	$6.53M	Buy	51,881 +6,017	+13%	+$725K	3.48%	7
2013 Q2	$5.11M	Buy	+45,864	New	+$5.01M	3%	9

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

First Business Financial Services's IWO Position: Q1 2026 in Review

First Business Financial Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 3,132 shares worth $983K. The position accounts for 0.09% of the portfolio, ranked #85.

First Business Financial Services first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q4 2013. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

First Business Financial Services held 3,132 shares of iShares Russell 2000 Growth ETF worth $983K as of Q1 2026.
First Business Financial Services left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.09% of First Business Financial Services's portfolio in Q1 2026, its #85 holding.
First Business Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
First Business Financial Services's iShares Russell 2000 Growth ETF position peaked at $11.3M in Q4 2013.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.