First Heartland Consultants’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-916	Closed	-$293K	–	549
2025 Q3	$293K	Buy	+916	New	+$276K	0.02%	408
2025 Q1	–	Sell	-1,203	Closed	-$346K	–	460
2024 Q4	$346K	Buy	1,203 +307	+34%	+$90.8K	0.04%	313
2024 Q3	$254K	Buy	896 +134	+18%	+$36.7K	0.03%	377
2024 Q2	$200	Sell	762 -292	-28%	-$75.8K	0.01%	432
2024 Q1	$285K	Buy	+1,054	New	+$269K	0.03%	345
2016 Q1	–	Sell	-4,332	Closed	-$603K	–	287
2015 Q4	$603K	Sell	4,332 -357	-8%	-$50.6K	0.23%	117
2015 Q3	$628K	Sell	4,689 -2,060	-31%	-$305K	0.26%	110
2015 Q2	$1.04K	Buy	6,749 +2,603	+63%	+$399K	0.28%	65
2015 Q1	$628K	Sell	4,146 -3,292	-44%	-$480K	0.24%	122
2014 Q4	$1.06M	Sell	7,438 -246	-3%	-$33.3K	0.44%	62
2014 Q3	$997K	Sell	7,684 -1,635	-18%	-$219K	0.44%	56
2014 Q2	$1.29M	Buy	9,319 +1,462	+19%	+$192K	0.58%	50
2014 Q1	$1.07M	Buy	+7,857	New	+$1.07M	0.53%	54
2013 Q3	–	Sell	-175	Closed	-$20K	–	298
2013 Q2	$20K	Buy	+175	New	+$19.1K	0.01%	321

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

First Heartland Consultants's IWO Position: Q4 2025 in Review

First Heartland Consultants sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 916 shares — an estimated $293K sold.

First Heartland Consultants first reported a position in IWO in Q2 2013 and held it in 14 quarters. The position peaked at $1.29M in Q2 2014. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

First Heartland Consultants reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 916 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $293K.
First Heartland Consultants first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 14 quarters.
First Heartland Consultants's iShares Russell 2000 Growth ETF position peaked at $1.29M in Q2 2014.
1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.