Fortis Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fortis Capital 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	$254K	Sell	646 -4	-0.6%	-$1.46K	0.03%	355
2026 Q1	$204K	Sell	650 -5	-0.8%	-$1.66K	0.03%	357
2025 Q4	$212K	Sell	655 -9	-1%	-$2.93K	0.03%	290
2025 Q3	$213K	Buy	+664	New	+$200K	0.03%	259
2025 Q2	–	Sell	-962	Closed	-$246K	–	259
2025 Q1	$246K	Buy	+962	New	+$272K	0.05%	222

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

Fortis Capital Advisors's IWO Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.62% in Q2 2026, selling an estimated $1.46K and leaving 646 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #355.

Fortis Capital Advisors first reported a position in IWO in Q1 2025 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Fortis Capital Advisors held 646 shares of iShares Russell 2000 Growth ETF worth $254K as of Q2 2026.
Fortis Capital Advisors sold 4 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.46K.
iShares Russell 2000 Growth ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #355 holding.
Fortis Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.