FSM Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FSM Wealth Advisors’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	$709K	Hold	1,799	–	–	0.08%	147
2026 Q1	$565K	Hold	1,799	–	–	0.07%	151
2025 Q4	$581K	Sell	1,799 -140	-7%	-$45.5K	0.08%	148
2025 Q3	$621K	Hold	1,939	–	–	0.09%	141
2025 Q2	$558K	Buy	1,939 +70	+4%	+$18.4K	0.09%	138
2025 Q1	$478K	Sell	1,869 -26	-1%	-$7.34K	0.11%	113
2024 Q4	$556K	Buy	1,895 +326	+21%	+$96.4K	0.14%	91
2024 Q3	$446K	Sell	1,569 -226	-13%	-$61.9K	0.12%	100
2024 Q2	$471K	Sell	1,795 -80	-4%	-$20.8K	0.16%	88
2024 Q1	$508K	Sell	1,875 -75	-4%	-$19.2K	0.18%	86
2023 Q4	$492K	Buy	1,950 +28	+1%	+$6.31K	0.21%	83
2023 Q3	$431K	Sell	1,922 -239	-11%	-$57.2K	0.22%	84
2023 Q2	$529K	Sell	2,161 -461	-18%	-$106K	0.27%	78
2023 Q1	$595K	Hold	2,622	–	–	0.35%	65
2022 Q4	$562K	Hold	2,622	–	–	0.4%	64
2022 Q3	$542K	Hold	2,622	–	–	0.45%	59
2022 Q2	$627K	Buy	+2,622	New	+$585K	0.62%	45

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

FSM Wealth Advisors's IWO Position: Q2 2026 in Review

FSM Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,799 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #147.

FSM Wealth Advisors first reported a position in IWO in Q2 2022 and has held it in 17 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

FSM Wealth Advisors held 1,799 shares of iShares Russell 2000 Growth ETF worth $709K as of Q2 2026.
FSM Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #147 holding.
FSM Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.