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

First Horizon 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
2025 Q2	$14.4M	Sell	50,204 -1,556	-3%	-$410K	0.37%	86
2025 Q1	$13.2M	Buy	51,760 +3,031	+6%	+$855K	0.37%	85
2024 Q4	$14M	Buy	48,729 +1,010	+2%	+$299K	0.39%	81
2024 Q3	$13.6M	Buy	47,719 +10	+0%	+$2.74K	0.38%	90
2024 Q2	$12.5M	Sell	47,709 -575	-1%	-$149K	0.38%	88
2024 Q1	$13.1M	Sell	48,284 -4,911	-9%	-$1.25M	0.4%	86
2023 Q4	$13.4M	Buy	53,195 +8,508	+19%	+$1.92M	0.44%	73
2023 Q3	$10M	Buy	44,687 +1,085	+2%	+$260K	0.36%	92
2023 Q2	$10.6M	Buy	43,602 +2,004	+5%	+$459K	0.37%	86
2023 Q1	$9.44M	Sell	41,598 -4,552	-10%	-$1.04M	0.34%	91
2022 Q4	$9.9M	Buy	46,150 +5,198	+13%	+$1.14M	0.37%	84
2022 Q3	$8.46M	Sell	40,952 -2,809	-6%	-$632K	0.34%	91
2022 Q2	$9.03M	Buy	43,761 +5,378	+14%	+$1.2M	0.32%	96
2022 Q1	$9.82M	Sell	38,383 -8,522	-18%	-$2.18M	0.54%	55
2021 Q4	$13.7M	Buy	46,905 +3,051	+7%	+$919K	0.42%	73
2021 Q3	$12.9M	Buy	43,854 +35,502	+425%	+$10.7M	0.42%	71
2021 Q2	$2.6M	Sell	8,352 -12	-0.1%	-$3.61K	0.14%	141
2021 Q1	$2.52M	Sell	8,364 -1,309	-14%	-$406K	0.15%	135
2020 Q4	$2.77M	Buy	9,673 +73	+0.8%	+$18.6K	0.19%	114
2020 Q3	$2.13M	Sell	9,600 -659	-6%	-$144K	0.16%	123
2020 Q2	$2.12M	Sell	10,259 -419	-4%	-$78.4K	0.17%	124
2020 Q1	$1.69M	Sell	10,678 -4,588	-30%	-$911K	0.16%	129
2019 Q4	$3.27M	Sell	15,266 -173	-1%	-$35.1K	0.24%	108
2019 Q3	$2.98M	Sell	15,439 -379	-2%	-$75.1K	0.23%	112
2019 Q2	$3.18M	Sell	15,818 -1,477	-9%	-$292K	0.25%	108
2019 Q1	$3.4M	Sell	17,295 -3,136	-15%	-$597K	0.27%	107
2018 Q4	$3.43M	Buy	20,431 +5,800	+40%	+$1.08M	0.31%	89
2018 Q3	$3.15M	Sell	14,631 -307	-2%	-$65.5K	0.24%	113
2018 Q2	$3.05M	Buy	14,938 +660	+5%	+$132K	0.26%	110
2018 Q1	$2.75M	Buy	14,278 +1,110	+8%	+$213K	0.27%	104
2017 Q4	$2.5M	Buy	13,168 +395	+3%	+$72.1K	0.24%	108
2017 Q3	$2.31M	Buy	12,773 +539	+4%	+$91.6K	0.24%	104
2017 Q2	$2.04M	Buy	12,234 +2,644	+28%	+$435K	0.22%	112
2017 Q1	$1.58M	Buy	9,590 +992	+12%	+$157K	0.18%	133
2016 Q4	$1.24M	Hold	8,598	–	–	0.16%	139
2016 Q3	$1.24M	Buy	8,598 +1,775	+26%	+$259K	0.16%	142
2016 Q2	$936K	Sell	6,823 -5,726	-46%	-$773K	0.13%	157
2016 Q1	$1.65M	Buy	12,549 +12,464	+14,664%	+$1.56M	0.18%	121
2015 Q4	$12K	Sell	85 -4,242	-98%	-$602K	﹤0.01%	882
2015 Q3	$579K	Buy	4,327 +1,321	+44%	+$196K	0.09%	178
2015 Q2	$464K	Buy	3,006 +2,559	+572%	+$392K	0.07%	203
2015 Q1	$68K	Hold	447	–	–	0.01%	474
2014 Q4	$63K	Hold	447	–	–	0.01%	479
2014 Q3	$57K	Hold	447	–	–	0.01%	495
2014 Q2	$58K	Hold	447	–	–	0.01%	505
2014 Q1	$60K	Hold	447	–	–	0.01%	472
2013 Q4	$57K	Sell	447 -89	-17%	-$11.5K	0.01%	461
2013 Q3	$67K	Buy	+536	New	+$64.6K	0.01%	411

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Horizon Advisors's IWO Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3% in Q2 2025, selling an estimated $410K and leaving 50,204 shares worth $14.4M. The position accounts for 0.37% of the portfolio, ranked #86.

First Horizon Advisors first reported a position in IWO in Q3 2013 and has held it in 48 quarters since. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

First Horizon Advisors held 50,204 shares of iShares Russell 2000 Growth ETF worth $14.4M as of Q2 2025.
First Horizon Advisors sold 1,556 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $410K.
iShares Russell 2000 Growth ETF made up 0.37% of First Horizon Advisors's portfolio in Q2 2025, its #86 holding.
First Horizon Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 48 quarters since.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.