Cape Investment Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cape Investment Advisory’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	$20.9K	Buy	+53	New	+$19.3K	0.01%	694
2026 Q1	–	Sell	-33	Closed	-$10.7K	–	704
2025 Q4	$10.7K	Buy	+33	New	+$10.7K	﹤0.01%	745
2024 Q2	–	Sell	-6	Closed	-$1.63K	–	958
2024 Q1	$1.63K	Buy	+6	New	+$1.53K	﹤0.01%	790
2023 Q4	–	Sell	-92	Closed	-$20.6K	–	1179
2023 Q3	$20.6K	Hold	92	–	–	0.01%	436
2023 Q2	$22.3K	Hold	92	–	–	0.01%	418
2023 Q1	$20.9K	Buy	+92	New	+$21K	0.01%	414

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

Cape Investment Advisory's IWO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 53 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IWO as recently as Q4 2025.

Cape Investment Advisory first reported a position in IWO in Q1 2023 and has held it in 6 quarters since. The position peaked at $22.3K in Q2 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cape Investment Advisory held 53 shares of iShares Russell 2000 Growth ETF worth $20.9K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #694 holding.
Cape Investment Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 6 quarters since.
Cape Investment Advisory's iShares Russell 2000 Growth ETF position peaked at $22.3K in Q2 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.