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FSA Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FSA Wealth Management’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
Q3 		$11.7M Buy
36,537
+98
+0.3% +$29.6K 4.28% 6
2025
Q2 		$10.4M Buy
36,439
+1,395
+4% +$367K 4.06% 6
2025
Q1 		$8.95M Buy
35,044
+336
+1% +$94.8K 3.8% 7
2024
Q4 		$9.99M Sell
34,708
-379
-1% -$112K 4.06% 6
2024
Q3 		$9.96M Buy
+35,087
New +$9.61M 3.98% 6
2024
Q1 		$9.29M Buy
34,322
+1,099
+3% +$281K 4.04% 6
2023
Q4 		$8.38M Buy
33,223
+141
+0.4% +$31.8K 3.98% 7
2023
Q3 		$7.42M Sell
33,082
-14
-0% -$3.35K 4.15% 6
2023
Q2 		$8.03M Buy
33,096
+151
+0.5% +$34.6K 4.33% 6
2023
Q1 		$7.47M Buy
32,945
+314
+1% +$71.8K 4.34% 6
2022
Q4 		$7M Buy
32,631
+4,348
+15% +$953K 4.07% 8
2022
Q3 		$5.84M Buy
28,283
+26,612
+1,593% +$5.99M 4.09% 7
2022
Q2 		$345K Sell
1,671
-19,808
-92% -$4.42M 0.96% 15
2022
Q1 		$6.29M Hold
21,479
– – 3.67% 8
2021
Q4 		$6.29M Sell
21,479
-111
-0.5% -$33.5K 3.67% 8
2021
Q3 		$6.34M Buy
21,590
+31
+0.1% +$9.31K 3.94% 8
2021
Q2 		$6.72M Sell
21,559
-273
-1% -$82.1K 4.22% 7
2021
Q1 		$6.57M Sell
21,832
-8,159
-27% -$2.53M 4.39% 8
2020
Q4 		$8.6M Buy
29,991
+1,936
+7% +$493K 4.3% 6
2020
Q3 		$6.21M Buy
28,055
+3,862
+16% +$845K 3.99% 6
2020
Q2 		$5M Buy
24,193
+3,301
+16% +$617K 3.41% 6
2020
Q1 		$3.31M Buy
20,892
+1,678
+9% +$333K 2.77% 8
2019
Q4 		$4.12M Buy
+19,214
New +$3.9M 2.9% 10

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FSA Wealth Management's IWO Position: Q3 2025 in Review

FSA Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.27% in Q3 2025, buying an estimated $29.6K and bringing the position to 36,537 shares worth $11.7M. The position accounts for 4.28% of the portfolio, ranked #6.

FSA Wealth Management first reported a position in IWO in Q4 2019 and has held it in 23 quarters since. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • FSA Wealth Management held 36,537 shares of iShares Russell 2000 Growth ETF worth $11.7M as of Q3 2025.
  • FSA Wealth Management bought 98 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $29.6K.
  • iShares Russell 2000 Growth ETF made up 4.28% of FSA Wealth Management's portfolio in Q3 2025, its #6 holding.
  • FSA Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.