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

Capital Investment 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	$357K	Buy	906 +1	+0.1%	+$365	﹤0.01%	603
2026 Q1	$284K	Sell	905 -11	-1%	-$3.66K	﹤0.01%	627
2025 Q4	$296K	Buy	916 +12	+1%	+$3.9K	﹤0.01%	606
2025 Q3	$289K	Buy	904 +10	+1%	+$3.02K	﹤0.01%	600
2025 Q2	$256K	Sell	894 -10	-1%	-$2.63K	﹤0.01%	606
2025 Q1	$231K	Sell	904 -41	-4%	-$11.6K	﹤0.01%	599
2024 Q4	$272K	Buy	945 +2	+0.2%	+$592	0.01%	542
2024 Q3	$268K	Buy	943 +43	+5%	+$11.8K	0.01%	545
2024 Q2	$236K	Sell	900 -39	-4%	-$10.1K	0.01%	547
2024 Q1	$254K	Buy	+939	New	+$240K	0.01%	527
2023 Q2	–	Sell	-888	Closed	-$201K	–	574
2023 Q1	$201K	Buy	+888	New	+$203K	0.01%	524

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 22.9% 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

Capital Investment Advisors's IWO Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.11% in Q2 2026, buying an estimated $365 and bringing the position to 906 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Capital Investment Advisors first reported a position in IWO in Q1 2023 and has held it in 11 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Capital Investment Advisors held 906 shares of iShares Russell 2000 Growth ETF worth $357K as of Q2 2026.
Capital Investment Advisors bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #603 holding.
Capital Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 11 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.