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

Foundation Wealth Management (Pennsylvania)’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 		$1.89M Sell
4,786
-600
-11% -$219K 0.57% 35
2026
Q1 		$1.69M Sell
5,386
-246
-4% -$81.8K 0.6% 34
2025
Q4 		$1.82M Sell
5,632
-2,497
-31% -$812K 0.66% 34
2025
Q3 		$2.6M Sell
8,129
-451
-5% -$136K 1.01% 28
2025
Q2 		$2.45M Sell
8,580
-23
-0.3% -$6.05K 1.06% 29
2025
Q1 		$2.2M Sell
8,603
-582
-6% -$164K 1.05% 32
2024
Q4 		$2.64M Buy
+9,185
New +$2.72M 1.28% 26

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2026, selling an estimated $219K and leaving 4,786 shares worth $1.89M. The position accounts for 0.57% of the portfolio, ranked #35.

Foundation Wealth Management (Pennsylvania) first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2024. 573 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 4,786 shares of iShares Russell 2000 Growth ETF worth $1.89M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 600 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $219K.
  • iShares Russell 2000 Growth ETF made up 0.57% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #35 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s iShares Russell 2000 Growth ETF position peaked at $2.64M in Q4 2024.
  • 573 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.