CFA
IWO icon

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

Cahill Financial 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 		$428K Sell
1,085
-1
-0.1% -$365 0.04% 199
2026
Q1 		$341K Buy
1,086
+8
+0.7% +$2.66K 0.04% 224
2025
Q4 		$348K Hold
1,078
– – 0.04% 219
2025
Q3 		$345K Sell
1,078
-2
-0.2% -$603 0.04% 218
2025
Q2 		$309K Sell
1,080
-40
-4% -$10.5K 0.04% 226
2025
Q1 		$286K Sell
1,120
-35
-3% -$9.88K 0.04% 222
2024
Q4 		$333K Sell
1,155
-7
-0.6% -$2.07K 0.05% 202
2024
Q3 		$330K Sell
1,162
-165
-12% -$45.2K 0.05% 200
2024
Q2 		$348K Sell
1,327
-22
-2% -$5.71K 0.05% 198
2024
Q1 		$365K Sell
1,349
-346
-20% -$88.4K 0.05% 197
2023
Q4 		$428K Buy
1,695
+321
+23% +$72.4K 0.06% 173
2023
Q3 		$308K Sell
1,374
-5
-0.4% -$1.2K 0.05% 191
2023
Q2 		$335K Buy
1,379
+172
+14% +$39.4K 0.05% 185
2023
Q1 		$274K Sell
1,207
-22
-2% -$5.03K 0.05% 202
2022
Q4 		$264K Buy
+1,229
New +$269K 0.05% 199
2022
Q1 		– Sell
-719
Closed -$210K – 226
2021
Q4 		$210K Sell
719
-5
-0.7% -$1.51K 0.04% 212
2021
Q3 		$213K Sell
724
-32
-4% -$9.61K 0.04% 204
2021
Q2 		$236K Sell
756
-5
-0.7% -$1.5K 0.05% 193
2021
Q1 		$229K Sell
761
-1,068
-58% -$331K 0.06% 188
2020
Q4 		$524K Buy
+1,829
New +$466K 0.13% 126

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cahill Financial Advisors's IWO Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.09% in Q2 2026, selling an estimated $365 and leaving 1,085 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #199.

Cahill Financial Advisors first reported a position in IWO in Q4 2020 and has held it in 20 quarters since. The position peaked at $524K in Q4 2020. 865 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cahill Financial Advisors held 1,085 shares of iShares Russell 2000 Growth ETF worth $428K as of Q2 2026.
  • Cahill Financial Advisors sold 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
  • iShares Russell 2000 Growth ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #199 holding.
  • Cahill Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Cahill Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $524K in Q4 2020.
  • 865 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.