Fortitude Family Office’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fortitude Family Office’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	$1.57M	Hold	3,995	–	–	0.31%	55
2026 Q1	$1.25M	Hold	3,995	–	–	0.28%	58
2025 Q4	$1.29M	Buy	3,995 +645	+19%	+$210K	0.3%	64
2025 Q3	$1.07M	Buy	+3,350	New	+$1.01M	0.29%	64

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

Fortitude Family Office's IWO Position: Q2 2026 in Review

Fortitude Family Office held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,995 shares worth $1.57M. The position accounts for 0.31% of the portfolio, ranked #55.

Fortitude Family Office first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Fortitude Family Office held 3,995 shares of iShares Russell 2000 Growth ETF worth $1.57M as of Q2 2026.
Fortitude Family Office left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.31% of Fortitude Family Office's portfolio in Q2 2026, its #55 holding.
Fortitude Family Office first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.