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

First Foundation 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	$4.29M	Buy	10,891 +792	+8%	+$289K	0.15%	95
2026 Q1	$3.17M	Buy	10,099 +971	+11%	+$323K	0.13%	110
2025 Q4	$2.95M	Buy	9,128 +341	+4%	+$111K	0.11%	116
2025 Q3	$2.81M	Buy	8,787 +409	+5%	+$123K	0.1%	123
2025 Q2	$2.39M	Buy	8,378 +3,429	+69%	+$903K	0.09%	127
2025 Q1	$1.26M	Buy	4,949 +373	+8%	+$105K	0.05%	154
2024 Q4	$1.32M	Buy	4,576 +29	+0.6%	+$8.58K	0.05%	151
2024 Q3	$1.29M	Buy	4,547 +141	+3%	+$38.6K	0.05%	155
2024 Q2	$1.16M	Sell	4,406 -225	-5%	-$58.4K	0.04%	154
2024 Q1	$1.25M	Buy	4,631 +460	+11%	+$118K	0.05%	154
2023 Q4	$1.05M	Buy	4,171 +1,755	+73%	+$396K	0.05%	171
2023 Q3	$542K	Buy	2,416 +190	+9%	+$45.5K	0.03%	244
2023 Q2	$540K	Buy	2,226 +601	+37%	+$138K	0.02%	236
2023 Q1	$369K	Buy	1,625 +269	+20%	+$61.5K	0.02%	271
2022 Q4	$291K	Buy	1,356 +6	+0.4%	+$1.31K	0.01%	311
2022 Q3	$279K	Buy	+1,350	New	+$304K	0.01%	302
2022 Q1	–	Sell	-6,764	Closed	-$1.98M	–	440
2021 Q4	$1.98M	Buy	+6,764	New	+$2.04M	0.07%	134
2021 Q3	–	Sell	-657	Closed	-$205K	–	453
2021 Q2	$205K	Buy	+657	New	+$198K	0.01%	432
2021 Q1	–	Sell	-1,026	Closed	-$294K	–	426
2020 Q4	$294K	Buy	+1,026	New	+$261K	0.01%	340
2018 Q4	–	Sell	-1,036	Closed	-$223K	–	392
2018 Q3	$223K	Sell	1,036 -505	-33%	-$108K	0.01%	320
2018 Q2	$315K	Hold	1,541	–	–	0.02%	263
2018 Q1	$294K	Buy	1,541 +290	+23%	+$55.7K	0.02%	268
2017 Q4	$234K	Buy	+1,251	New	+$228K	0.01%	297
2017 Q3	–	Sell	-1,431	Closed	-$242K	–	325
2017 Q2	$242K	Buy	+1,431	New	+$236K	0.01%	278

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 Foundation Advisors's IWO Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 7.8% in Q2 2026, buying an estimated $289K and bringing the position to 10,891 shares worth $4.29M. The position accounts for 0.15% of the portfolio, ranked #95.

First Foundation Advisors first reported a position in IWO in Q2 2017 and has held it in 24 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First Foundation Advisors held 10,891 shares of iShares Russell 2000 Growth ETF worth $4.29M as of Q2 2026.
First Foundation Advisors bought 792 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $289K.
iShares Russell 2000 Growth ETF made up 0.15% of First Foundation Advisors's portfolio in Q2 2026, its #95 holding.
First Foundation Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 24 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.