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Florida Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Florida Financial 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
Q1 		$298K Buy
951
+228
+32% +$75.8K 0.07% 255
2025
Q4 		$234K Buy
723
+18
+3% +$5.85K 0.06% 253
2025
Q3 		$226K Buy
+705
New +$213K 0.07% 238

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Florida Financial Advisors's IWO Position: Q1 2026 in Review

Florida Financial Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 32% in Q1 2026, buying an estimated $75.8K and bringing the position to 951 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #255.

Florida Financial Advisors first reported a position in IWO in Q3 2025 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Florida Financial Advisors held 951 shares of iShares Russell 2000 Growth ETF worth $298K as of Q1 2026.
  • Florida Financial Advisors bought 228 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $75.8K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Florida Financial Advisors's portfolio in Q1 2026, its #255 holding.
  • Florida Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.