Friday Financial
IWO icon

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

Friday Financial’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
Q3 		$1.58M Buy
4,407
+1,603
+57% +$605K 0.31% 52
2026
Q2 		$1.08M Buy
2,804
+826
+42% +$301K 0.29% 47
2026
Q1 		$621K Sell
1,978
-244
-11% -$81.2K 0.21% 53
2025
Q4 		$718K Buy
2,222
+450
+25% +$146K 0.25% 52
2025
Q3 		$567K Buy
1,772
+678
+62% +$205K 0.24% 51
2025
Q2 		$313K Buy
+1,094
New +$288K 0.16% 71

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Friday Financial's IWO Position: Q3 2026 in Review

Friday Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 57% in Q3 2026, buying an estimated $605K and bringing the position to 4,407 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #52.

Friday Financial first reported a position in IWO in Q2 2025 and has held it in 6 quarters since. 744 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Friday Financial held 4,407 shares of iShares Russell 2000 Growth ETF worth $1.58M as of Q3 2026.
  • Friday Financial bought 1,603 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $605K.
  • iShares Russell 2000 Growth ETF made up 0.31% of Friday Financial's portfolio in Q3 2026, its #52 holding.
  • Friday Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 744 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.