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Foundation Wealth Management (Missouri)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Foundation Wealth Management (Missouri)’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 		$6.96M Sell
17,660
-446
-2% -$163K 4.11% 5
2026
Q1 		$5.68M Sell
18,106
-332
-2% -$110K 3.84% 5
2025
Q4 		$5.97M Sell
18,438
-702
-4% -$228K 3.93% 5
2025
Q3 		$6.12M Sell
19,140
-860
-4% -$259K 3.91% 5
2025
Q2 		$5.72M Buy
20,000
+3,597
+22% +$947K 3.98% 4
2025
Q1 		$4.19M Sell
16,403
-257
-2% -$72.5K 3.28% 4
2024
Q4 		$4.79M Sell
16,660
-820
-5% -$243K 3.72% 4
2024
Q3 		$4.96M Sell
17,480
-249
-1% -$68.2K 3.77% 4
2024
Q2 		$4.65M Sell
17,729
-527
-3% -$137K 3.65% 4
2024
Q1 		$4.94M Sell
18,256
-315
-2% -$80.5K 4.03% 4
2023
Q4 		$4.68M Sell
18,571
-2,327
-11% -$525K 4.19% 4
2023
Q3 		$4.68M Buy
20,898
+2,668
+15% +$639K 4.68% 3
2023
Q2 		$4.42M Sell
18,230
-282
-2% -$64.7K 4.32% 4
2023
Q1 		$4.2M Sell
18,512
-7,893
-30% -$1.81M 4.32% 4
2022
Q4 		$5.66M Buy
+26,405
New +$5.79M 5.75% 3

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IWO Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.5% in Q2 2026, selling an estimated $163K and leaving 17,660 shares worth $6.96M. The position accounts for 4.11% of the portfolio, ranked #5.

Foundation Wealth Management (Missouri) first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 17,660 shares of iShares Russell 2000 Growth ETF worth $6.96M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 446 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $163K.
  • iShares Russell 2000 Growth ETF made up 4.11% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #5 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.