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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Foundations Investment Advisors's IWO Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 973% in Q1 2026, buying an estimated $3.14M and bringing the position to 10,425 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #287.

Foundations Investment Advisors first reported a position in IWO in Q1 2019 and has held it in 12 quarters since. The position peaked at $15.1M in Q1 2019. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Foundations Investment Advisors held 10,425 shares of iShares Russell 2000 Growth ETF worth $3.27M as of Q1 2026.
Foundations Investment Advisors bought 9,453 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.14M.
iShares Russell 2000 Growth ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q1 2026, its #287 holding.
Foundations Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 12 quarters since.
Foundations Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $15.1M in Q1 2019.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.