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Foundations Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Foundations Investment 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 		$4.07M Sell
10,326
-99
-0.9% -$36.1K 0.04% 285
2026
Q1 		$3.27M Buy
10,425
+9,453
+973% +$3.14M 0.04% 287
2025
Q4 		$314K Sell
972
-18
-2% -$5.85K ﹤0.01% 876
2025
Q3 		$317K Sell
990
-114
-10% -$34.4K ﹤0.01% 827
2025
Q2 		$316K Sell
1,104
-719
-39% -$189K 0.01% 722
2025
Q1 		$466K Sell
1,823
-19,133
-91% -$5.4M 0.01% 599
2024
Q4 		$6.03M Buy
20,956
+19,537
+1,377% +$5.78M 0.12% 160
2024
Q3 		$403K Sell
1,419
-9,176
-87% -$2.51M 0.01% 566
2024
Q2 		$2.78M Buy
10,595
+370
+4% +$96K 0.07% 207
2024
Q1 		$2.77M Buy
10,225
+4,043
+65% +$1.03M 0.07% 205
2023
Q4 		$1.54M Buy
6,182
+4,909
+386% +$1.11M 0.04% 254
2023
Q3 		$285K Buy
+1,273
New +$305K 0.01% 520
2019
Q2 		– Sell
-76,671
Closed -$15.1M – 126
2019
Q1 		$15.1M Buy
+76,671
New +$14.6M 2.62% 14

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

Foundations Investment Advisors's IWO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.95% in Q2 2026, selling an estimated $36.1K and leaving 10,326 shares worth $4.07M. The position accounts for 0.04% of the portfolio, ranked #285.

Foundations Investment Advisors first reported a position in IWO in Q1 2019 and has held it in 13 quarters since. The position peaked at $15.1M in Q1 2019. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Foundations Investment Advisors held 10,326 shares of iShares Russell 2000 Growth ETF worth $4.07M as of Q2 2026.
  • Foundations Investment Advisors sold 99 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.1K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 13 quarters since.
  • Foundations Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $15.1M in Q1 2019.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.