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 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 $1.37T 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

Frederick Financial Consultants's IWO Position: Q1 2026 in Review

Frederick Financial Consultants reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q1 2026, selling an estimated $21K and leaving 3,846 shares worth $1.21M. The position accounts for 0.6% of the portfolio, ranked #38.

Frederick Financial Consultants first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Frederick Financial Consultants held 3,846 shares of iShares Russell 2000 Growth ETF worth $1.21M as of Q1 2026.
Frederick Financial Consultants sold 63 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $21K.
iShares Russell 2000 Growth ETF made up 0.6% of Frederick Financial Consultants's portfolio in Q1 2026, its #38 holding.
Frederick Financial Consultants first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's iShares Russell 2000 Growth ETF position peaked at $1.26M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.