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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Capital Investment Advisors's IWO Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q1 2026, selling an estimated $3.66K and leaving 905 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Capital Investment Advisors first reported a position in IWO in Q1 2023 and has held it in 10 quarters since. The position peaked at $296K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Capital Investment Advisors held 905 shares of iShares Russell 2000 Growth ETF worth $284K as of Q1 2026.
Capital Investment Advisors sold 11 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.66K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #627 holding.
Capital Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 10 quarters since.
Capital Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $296K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.