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

Fortis Group 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 		$7.39M Sell
18,757
-273
-1% -$99.6K 1.18% 19
2026
Q1 		$6.85M Sell
19,030
-24,647
-56% -$8.2M 1.13% 17
2025
Q4 		$14.7M Buy
43,677
+16,505
+61% +$5.37M 2.46% 7
2025
Q3 		$8.99M Buy
27,172
+11,809
+77% +$3.56M 1.55% 12
2025
Q2 		$4.46M Sell
15,363
-13,907
-48% -$3.66M 0.81% 33
2025
Q1 		$7.48M Sell
29,270
-804
-3% -$227K 1.45% 14
2024
Q4 		$8.66M Sell
30,074
-695
-2% -$206K 1.61% 15
2024
Q3 		$8.74M Sell
30,769
-8,176
-21% -$2.24M 1.62% 16
2024
Q2 		$10.2M Sell
38,945
-13,049
-25% -$3.39M 2.03% 13
2024
Q1 		$14.1M Buy
51,994
+51,914
+64,893% +$13.3M 2.59% 7
2023
Q4 		$20.2K Buy
80
+40
+100% +$9.02K 0.01% 238
2023
Q3 		$8.97K Buy
+40
New +$9.57K ﹤0.01% 238
2020
Q3 		$73K Buy
+332
New +$72.7K 0.01% 202

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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 Group Advisors's IWO Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q2 2026, selling an estimated $99.6K and leaving 18,757 shares worth $7.39M. The position accounts for 1.18% of the portfolio, ranked #19.

Fortis Group Advisors first reported a position in IWO in Q3 2020 and has held it in 13 quarters since. The position peaked at $14.7M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Fortis Group Advisors held 18,757 shares of iShares Russell 2000 Growth ETF worth $7.39M as of Q2 2026.
  • Fortis Group Advisors sold 273 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $99.6K.
  • iShares Russell 2000 Growth ETF made up 1.18% of Fortis Group Advisors's portfolio in Q2 2026, its #19 holding.
  • Fortis Group Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's iShares Russell 2000 Growth ETF position peaked at $14.7M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.