Cannell & Spears’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cannell & Spears’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	$292K	Sell	742 -158	-18%	-$57.7K	0.01%	370
2026 Q1	$282K	Sell	900 -23	-2%	-$7.65K	0.01%	366
2025 Q4	$298K	Hold	923	–	–	0.01%	347
2025 Q3	$295K	Sell	923 -100	-10%	-$30.2K	0.01%	343
2025 Q2	$292K	Sell	1,023 -100	-9%	-$26.3K	0.01%	333
2025 Q1	$287K	Sell	1,123 -47	-4%	-$13.3K	0.01%	336
2024 Q4	$337K	Hold	1,170	–	–	0.01%	324
2024 Q3	$332K	Buy	1,170 +200	+21%	+$54.8K	0.01%	332
2024 Q2	$255K	Hold	970	–	–	0.01%	320
2024 Q1	$263K	Hold	970	–	–	0.01%	332
2023 Q4	$245K	Hold	970	–	–	0.02%	191
2023 Q3	$217K	Sell	970 -15	-2%	-$3.59K	0.02%	190
2023 Q2	$239K	Hold	985	–	–	0.02%	199
2023 Q1	$223K	Buy	+985	New	+$225K	0.02%	205
2022 Q2	–	Sell	-845	Closed	-$216K	–	215
2022 Q1	$216K	Hold	845	–	–	0.02%	215
2021 Q4	$248K	Hold	845	–	–	0.02%	202
2021 Q3	$248K	Hold	845	–	–	0.02%	212
2021 Q2	$263K	Hold	845	–	–	0.02%	210
2021 Q1	$254K	Hold	845	–	–	0.02%	199
2020 Q4	$242K	Buy	+845	New	+$215K	0.02%	202

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

Cannell & Spears's IWO Position: Q2 2026 in Review

Cannell & Spears reduced its iShares Russell 2000 Growth ETF (IWO) stake by 18% in Q2 2026, selling an estimated $57.7K and leaving 742 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #370.

Cannell & Spears first reported a position in IWO in Q4 2020 and has held it in 20 quarters since. The position peaked at $337K in Q4 2024. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cannell & Spears held 742 shares of iShares Russell 2000 Growth ETF worth $292K as of Q2 2026.
Cannell & Spears sold 158 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $57.7K.
iShares Russell 2000 Growth ETF made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #370 holding.
Cannell & Spears first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
Cannell & Spears's iShares Russell 2000 Growth ETF position peaked at $337K in Q4 2024.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.