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FourThought Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FourThought Financial Partners’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 		$375K Buy
1,195
+102
+9% +$33.9K 0.03% 221
2025
Q4 		$353K Buy
1,093
+151
+16% +$49.1K 0.03% 279
2025
Q3 		$301K Sell
942
-115
-11% -$34.7K 0.03% 347
2025
Q2 		$302K Sell
1,057
-23
-2% -$6.05K 0.03% 239
2025
Q1 		$276K Sell
1,080
-122
-10% -$34.4K 0.03% 252
2024
Q4 		$346K Sell
1,202
-96
-7% -$28.4K 0.04% 229
2024
Q3 		$369K Sell
1,298
-23
-2% -$6.3K 0.04% 152
2024
Q2 		$347K Sell
1,321
-190
-13% -$49.3K 0.04% 157
2024
Q1 		$409K Sell
1,511
-179
-11% -$45.7K 0.05% 214
2023
Q4 		$426K Sell
1,690
-11
-0.6% -$2.48K 0.05% 209
2023
Q3 		$381K Buy
1,701
+17
+1% +$4.07K 0.05% 210
2023
Q2 		$409K Sell
1,684
-199
-11% -$45.6K 0.05% 212
2023
Q1 		$427K Sell
1,883
-107
-5% -$24.5K 0.06% 204
2022
Q4 		$427K Buy
+1,990
New +$436K 0.06% 209

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

FourThought Financial Partners's IWO Position: Q1 2026 in Review

FourThought Financial Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 9.3% in Q1 2026, buying an estimated $33.9K and bringing the position to 1,195 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #221.

FourThought Financial Partners first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $427K in Q1 2023. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • FourThought Financial Partners held 1,195 shares of iShares Russell 2000 Growth ETF worth $375K as of Q1 2026.
  • FourThought Financial Partners bought 102 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $33.9K.
  • iShares Russell 2000 Growth ETF made up 0.03% of FourThought Financial Partners's portfolio in Q1 2026, its #221 holding.
  • FourThought Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's iShares Russell 2000 Growth ETF position peaked at $427K in Q1 2023.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.