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Forum Financial Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Forum Financial 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
Q2 		$624K Buy
1,584
+19
+1% +$6.93K 0.01% 180
2026
Q1 		$491K Buy
1,565
+3
+0.2% +$998 0.01% 201
2025
Q4 		$505K Sell
1,562
-4
-0.3% -$1.3K 0.01% 469
2025
Q3 		$501K Hold
1,566
– – 0.01% 453
2025
Q2 		$448K Buy
1,566
+3
+0.2% +$790 0.01% 462
2025
Q1 		$399K Buy
1,563
+400
+34% +$113K 0.01% 456
2024
Q4 		$335K Hold
1,163
– – 0.01% 547
2024
Q3 		$330K Hold
1,163
– – 0.01% 472
2024
Q2 		$305K Hold
1,163
– – 0.01% 470
2024
Q1 		$315K Sell
1,163
-954
-45% -$244K 0.01% 484
2023
Q4 		$534K Sell
2,117
-204
-9% -$46K 0.01% 277
2023
Q3 		$520K Hold
2,321
– – 0.01% 273
2023
Q2 		$563K Sell
2,321
-41
-2% -$9.4K 0.01% 270
2023
Q1 		$536K Buy
2,362
+75
+3% +$17.2K 0.02% 247
2022
Q4 		$491K Buy
2,287
+3
+0.1% +$657 0.02% 259
2022
Q3 		$472K Buy
2,284
+48
+2% +$10.8K 0.02% 226
2022
Q2 		$461K Hold
2,236
– – 0.02% 248
2022
Q1 		$571K Buy
2,236
+18
+0.8% +$4.61K 0.03% 214
2021
Q4 		$650K Buy
+2,218
New +$668K 0.03% 191

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

Forum Financial Management's IWO Position: Q2 2026 in Review

Forum Financial Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q2 2026, buying an estimated $6.93K and bringing the position to 1,584 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #180.

Forum Financial Management first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $650K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Forum Financial Management held 1,584 shares of iShares Russell 2000 Growth ETF worth $624K as of Q2 2026.
  • Forum Financial Management bought 19 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $6.93K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #180 holding.
  • Forum Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares Russell 2000 Growth ETF position peaked at $650K in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.