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Fountainhead AM’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fountainhead AM’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
2025
Q4 		– Sell
-1,057
Closed -$338K – 203
2025
Q3 		$338K Buy
1,057
+1
+0.1% +$302 0.04% 151
2025
Q2 		$302K Buy
1,056
+9
+0.9% +$2.37K 0.04% 154
2025
Q1 		$268K Sell
1,047
-2
-0.2% -$564 0.04% 148
2024
Q4 		$302K Buy
1,049
+3
+0.3% +$887 0.06% 123
2024
Q3 		$297K Sell
1,046
-42
-4% -$11.5K 0.06% 106
2024
Q2 		$286K Buy
+1,088
New +$282K 0.07% 99

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fountainhead AM's IWO Position: Q4 2025 in Review

Fountainhead AM sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 1,057 shares — an estimated $338K sold.

Fountainhead AM first reported a position in IWO in Q2 2024 and held it in 6 quarters. The position peaked at $338K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Fountainhead AM reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Fountainhead AM sold 1,057 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $338K.
  • Fountainhead AM first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and held it in 6 quarters.
  • Fountainhead AM's iShares Russell 2000 Growth ETF position peaked at $338K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.