First Light Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Light Asset Management’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	–	Sell	-760	Closed	-$245K	–	39
2025 Q4	$245K	Buy	+760	New	+$247K	0.02%	33
2025 Q1	–	Sell	-1,208	Closed	-$348K	–	39
2024 Q4	$348K	Buy	+1,208	New	+$357K	0.03%	36
2024 Q1	–	Sell	-5,929	Closed	-$1.5M	–	66
2023 Q4	$1.5M	Buy	+5,929	New	+$1.34M	0.12%	45
2023 Q1	–	Sell	-3,422	Closed	-$734K	–	76
2022 Q4	$734K	Buy	+3,422	New	+$750K	0.07%	45
2022 Q3	–	Sell	-13,242	Closed	-$2.73M	–	73
2022 Q2	$2.73M	Buy	+13,242	New	+$2.95M	0.32%	42

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 Light Asset Management's IWO Position: Q1 2026 in Review

First Light Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 760 shares — an estimated $245K sold.

First Light Asset Management first reported a position in IWO in Q2 2022 and held it in 5 quarters. The position peaked at $2.73M in Q2 2022. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

First Light Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
First Light Asset Management sold 760 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $245K.
First Light Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and held it in 5 quarters.
First Light Asset Management's iShares Russell 2000 Growth ETF position peaked at $2.73M in Q2 2022.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on First Light Asset Management's 13F filing for Q1 2026, filed 15 May 2026.