Frederick Financial Consultants’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Frederick Financial Consultants’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	$1.51M	Sell	3,835 -11	-0.3%	-$4.01K	0.64%	35
2026 Q1	$1.21M	Sell	3,846 -63	-2%	-$21K	0.6%	38
2025 Q4	$1.26M	Sell	3,909 -3	-0.1%	-$976	0.69%	37
2025 Q3	$1.25M	Hold	3,912	–	–	0.7%	33
2025 Q2	$1.12M	Hold	3,912	–	–	0.69%	32
2025 Q1	$1,000K	Sell	3,912 -5	-0.1%	-$1.41K	0.72%	29
2024 Q4	$1.13M	Buy	+3,917	New	+$1.16M	0.9%	26

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Frederick Financial Consultants's IWO Position: Q2 2026 in Review

Frederick Financial Consultants reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.29% in Q2 2026, selling an estimated $4.01K and leaving 3,835 shares worth $1.51M. The position accounts for 0.64% of the portfolio, ranked #35.

Frederick Financial Consultants first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Frederick Financial Consultants held 3,835 shares of iShares Russell 2000 Growth ETF worth $1.51M as of Q2 2026.
Frederick Financial Consultants sold 11 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.01K.
iShares Russell 2000 Growth ETF made up 0.64% of Frederick Financial Consultants's portfolio in Q2 2026, its #35 holding.
Frederick Financial Consultants first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.