First Command Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Command Advisory 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 Q2	$37.4K	Sell	95 -52	-35%	-$19K	﹤0.01%	517
2026 Q1	$46.1K	Hold	147	–	–	﹤0.01%	364
2025 Q4	$47.5K	Buy	147 +52	+55%	+$16.9K	﹤0.01%	319
2025 Q3	$30.4K	Hold	95	–	–	﹤0.01%	356
2025 Q2	$27.2K	Buy	+95	New	+$25K	﹤0.01%	343
2024 Q1	–	Sell	-12	Closed	-$3.03K	–	629
2023 Q4	$3.03K	Buy	+12	New	+$2.71K	﹤0.01%	413
2019 Q3	–	Sell	-40	Closed	–	–	28
2019 Q2	$0	Buy	+40	New	+$7.91K	﹤0.01%	45

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

First Command Advisory Services's IWO Position: Q2 2026 in Review

First Command Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 35% in Q2 2026, selling an estimated $19K and leaving 95 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

First Command Advisory Services first reported a position in IWO in Q2 2019 and has held it in 7 quarters since. The position peaked at $47.5K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First Command Advisory Services held 95 shares of iShares Russell 2000 Growth ETF worth $37.4K as of Q2 2026.
First Command Advisory Services sold 52 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $19K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #517 holding.
First Command Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 7 quarters since.
First Command Advisory Services's iShares Russell 2000 Growth ETF position peaked at $47.5K in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.