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

Capital Investment Advisory Services’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	$574K	Buy	1,457 +1,244	+584%	+$454K	0.04%	421
2026 Q1	$66.8K	Hold	213	–	–	﹤0.01%	804
2025 Q4	$68.8K	Buy	213 +200	+1,538%	+$65K	﹤0.01%	764
2025 Q3	$4.16K	Hold	13	–	–	﹤0.01%	1021
2025 Q2	$3.72K	Hold	13	–	–	﹤0.01%	999
2025 Q1	$3.32K	Buy	13 +8	+160%	+$2.26K	﹤0.01%	937
2024 Q4	$1.44K	Hold	5	–	–	﹤0.01%	904
2024 Q3	$1.42K	Hold	5	–	–	﹤0.01%	948
2024 Q2	$1.31K	Sell	5 -35	-88%	-$9.09K	﹤0.01%	932
2024 Q1	$10.8K	Sell	40 -2	-5%	-$511	﹤0.01%	815
2023 Q4	$10.6K	Sell	42 -45	-52%	-$10.1K	﹤0.01%	830
2023 Q3	$19.5K	Sell	87 -6	-6%	-$1.44K	﹤0.01%	733
2023 Q2	$22.6K	Buy	93 +51	+121%	+$11.7K	﹤0.01%	689
2023 Q1	$9.53K	Sell	42 -45	-52%	-$10.3K	﹤0.01%	741
2022 Q4	$18.7K	Buy	87 +5	+6%	+$1.09K	﹤0.01%	696
2022 Q3	$17K	Hold	82	–	–	﹤0.01%	656
2022 Q2	$17K	Hold	82	–	–	﹤0.01%	678
2022 Q1	$21K	Hold	82	–	–	﹤0.01%	691
2021 Q4	$24K	Sell	82 -121	-60%	-$36.5K	﹤0.01%	655
2021 Q3	$60K	Buy	203 +8	+4%	+$2.4K	0.01%	551
2021 Q2	$61K	Buy	195 +11	+6%	+$3.31K	0.01%	570
2021 Q1	$55K	Buy	184 +15	+9%	+$4.66K	0.01%	533
2020 Q4	$48K	Buy	169 +41	+32%	+$10.4K	0.01%	522
2020 Q3	$28K	Buy	128 +75	+142%	+$16.4K	0.01%	487
2020 Q2	$11K	Hold	53	–	–	﹤0.01%	475
2020 Q1	$8K	Sell	53 -205	-79%	-$40.7K	﹤0.01%	479
2019 Q4	$55K	Hold	258	–	–	0.01%	384
2019 Q3	$50K	Hold	258	–	–	0.01%	572
2019 Q2	$52K	Buy	258 +205	+387%	+$40.5K	0.02%	546
2019 Q1	$10K	Hold	53	–	–	﹤0.01%	830
2018 Q4	$9K	Buy	+53	New	+$9.88K	﹤0.01%	824

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Investment Advisory Services's IWO Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 584% in Q2 2026, buying an estimated $454K and bringing the position to 1,457 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #421.

Capital Investment Advisory Services first reported a position in IWO in Q4 2018 and has held it in 31 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Capital Investment Advisory Services held 1,457 shares of iShares Russell 2000 Growth ETF worth $574K as of Q2 2026.
Capital Investment Advisory Services bought 1,244 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $454K.
iShares Russell 2000 Growth ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #421 holding.
Capital Investment Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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