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Gallagher Fiduciary Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gallagher Fiduciary 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 		$521K Buy
1,323
+38
+3% +$13.9K 0.02% 186
2026
Q1 		$403K Sell
1,285
-103
-7% -$34.3K 0.02% 201
2025
Q4 		$448K Sell
1,388
-35
-2% -$11.4K 0.01% 205
2025
Q3 		$455K Sell
1,423
-99
-7% -$29.9K 0.02% 181
2025
Q2 		$435K Sell
1,522
-45
-3% -$11.8K 0.02% 195
2025
Q1 		$400K Buy
1,567
+44
+3% +$12.4K 0.01% 187
2024
Q4 		$438K Sell
1,523
-48
-3% -$14.2K 0.09% 162
2024
Q3 		$446K Buy
1,571
+74
+5% +$20.3K 0.09% 130
2024
Q2 		$393K Sell
1,497
-905
-38% -$235K 0.09% 123
2024
Q1 		$650K Buy
2,402
+1,010
+73% +$258K 0.02% 92
2023
Q4 		$351K Buy
1,392
+38
+3% +$8.57K 0.01% 123
2023
Q3 		$303K Buy
1,354
+5
+0.4% +$1.2K 0.03% 131
2023
Q2 		$327K Sell
1,349
-23
-2% -$5.27K 0.02% 147
2023
Q1 		$311K Buy
+1,372
New +$314K 0.03% 146

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Gallagher Fiduciary Advisors's IWO Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 3% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,323 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #186.

Gallagher Fiduciary Advisors first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $650K in Q1 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Gallagher Fiduciary Advisors held 1,323 shares of iShares Russell 2000 Growth ETF worth $521K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 38 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #186 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's iShares Russell 2000 Growth ETF position peaked at $650K in Q1 2024.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.