Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cambridge Investment Research 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 		$7.5M Sell
19,024
-653
-3% -$238K 0.02% 815
2026
Q1 		$6.17M Buy
19,677
+60
+0.3% +$20K 0.02% 849
2025
Q4 		$6.34M Buy
19,617
+351
+2% +$114K 0.02% 799
2025
Q3 		$6.17M Buy
19,266
+1,488
+8% +$449K 0.02% 793
2025
Q2 		$5.08M Sell
17,778
-545
-3% -$143K 0.02% 843
2025
Q1 		$4.68M Sell
18,323
-5,460
-23% -$1.54M 0.02% 837
2024
Q4 		$6.84M Buy
23,783
+2,178
+10% +$644K 0.02% 638
2024
Q3 		$6.14M Buy
21,605
+177
+0.8% +$48.5K 0.02% 705
2024
Q2 		$5.63M Sell
21,428
-4,068
-16% -$1.06M 0.02% 694
2024
Q1 		$6.9M Buy
25,496
+5,471
+27% +$1.4M 0.03% 595
2023
Q4 		$5.05M Sell
20,025
-3,050
-13% -$687K 0.02% 703
2023
Q3 		$5.17M Sell
23,075
-20,230
-47% -$4.84M 0.02% 630
2023
Q2 		$10.5M Buy
43,305
+1,211
+3% +$278K 0.05% 373
2023
Q1 		$9.55M Buy
42,094
+229
+0.5% +$52.4K 0.05% 386
2022
Q4 		$8.98M Buy
41,865
+905
+2% +$198K 0.05% 396
2022
Q3 		$8.46M Buy
40,960
+788
+2% +$177K 0.05% 374
2022
Q2 		$8.29M Sell
40,172
-4,318
-10% -$963K 0.04% 389
2022
Q1 		$11.4M Sell
44,490
-141
-0.3% -$36.1K 0.05% 339
2021
Q4 		$13.1M Sell
44,631
-18,746
-30% -$5.65M 0.06% 303
2021
Q3 		$18.6M Sell
63,377
-38,726
-38% -$11.6M 0.09% 213
2021
Q2 		$31.8M Buy
102,103
+2,122
+2% +$638K 0.15% 131
2021
Q1 		$30.1M Buy
99,981
+45,118
+82% +$14M 0.16% 127
2020
Q4 		$15.7M Buy
54,863
+14,638
+36% +$3.73M 0.09% 212
2020
Q3 		$8.91M Buy
40,225
+2,526
+7% +$553K 0.06% 299
2020
Q2 		$7.8M Buy
37,699
+2,366
+7% +$442K 0.06% 306
2020
Q1 		$5.59M Sell
35,333
-3,367
-9% -$668K 0.05% 332
2019
Q4 		$8.29M Buy
38,700
+5,982
+18% +$1.21M 0.06% 299
2019
Q3 		$6.31M Buy
32,718
+1,807
+6% +$358K 0.06% 332
2019
Q2 		$6.21M Sell
30,911
-1,226
-4% -$242K 0.06% 328
2019
Q1 		$6.32M Sell
32,137
-1,205
-4% -$229K 0.06% 294
2018
Q4 		$5.6M Sell
33,342
-442
-1% -$82.4K 0.06% 284
2018
Q3 		$7.27M Buy
33,784
+483
+1% +$103K 0.07% 276
2018
Q2 		$6.8M Buy
33,301
+1,722
+5% +$344K 0.07% 259
2018
Q1 		$6.02M Sell
31,579
-8,547
-21% -$1.64M 0.07% 273
2017
Q4 		$7.49M Buy
40,126
+8,877
+28% +$1.62M 0.09% 218
2017
Q3 		$5.59M Buy
31,249
+1,486
+5% +$252K 0.08% 258
2017
Q2 		$5.02M Buy
29,763
+300
+1% +$49.4K 0.07% 253
2017
Q1 		$4.76M Buy
29,463
+1,716
+6% +$272K 0.08% 239
2016
Q4 		$4.27M Sell
27,747
-533
-2% -$79.6K 0.08% 236
2016
Q3 		$4.21M Sell
28,280
-1,678
-6% -$245K 0.08% 247
2016
Q2 		$4.11M Buy
29,958
+1,010
+3% +$136K 0.09% 217
2016
Q1 		$3.84M Sell
28,948
-1,254
-4% -$156K 0.09% 213
2015
Q4 		$4.21M Buy
30,202
+2,204
+8% +$313K 0.1% 197
2015
Q3 		$3.75M Sell
27,998
-1,981
-7% -$293K 0.11% 188
2015
Q2 		$4.63M Buy
29,979
+785
+3% +$120K 0.13% 161
2015
Q1 		$4.42M Buy
29,194
+7,177
+33% +$1.05M 0.13% 167
2014
Q4 		$3.13M Buy
22,017
+801
+4% +$108K 0.1% 195
2014
Q3 		$2.75M Buy
21,216
+1,230
+6% +$165K 0.08% 242
2014
Q2 		$2.77M Sell
19,986
-11,207
-36% -$1.47M 0.1% 207
2014
Q1 		$4.24M Buy
31,193
+932
+3% +$127K 0.16% 126
2013
Q4 		$4.1M Buy
30,261
+5,156
+21% +$668K 0.17% 126
2013
Q3 		$3.16M Buy
25,105
+3,108
+14% +$375K 0.14% 150
2013
Q2 		$2.45M Buy
+21,997
New +$2.4M 0.12% 161

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

Cambridge Investment Research Advisors's IWO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.3% in Q2 2026, selling an estimated $238K and leaving 19,024 shares worth $7.5M. The position accounts for 0.02% of the portfolio, ranked #815.

Cambridge Investment Research Advisors first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.8M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cambridge Investment Research Advisors held 19,024 shares of iShares Russell 2000 Growth ETF worth $7.5M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 653 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $238K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #815 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares Russell 2000 Growth ETF position peaked at $31.8M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.