Cardiff Park Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cardiff Park 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	$409K	Hold	1,304	–	–	0.03%	200
2025 Q4	$421K	Sell	1,304 -34	-3%	-$11.1K	0.03%	188
2025 Q3	$428K	Hold	1,338	–	–	0.03%	198
2025 Q2	$382K	Hold	1,338	–	–	0.03%	198
2025 Q1	$342K	Hold	1,338	–	–	0.03%	200
2024 Q4	$385K	Hold	1,338	–	–	0.04%	187
2024 Q3	$380K	Hold	1,338	–	–	0.03%	181
2024 Q2	$351K	Hold	1,338	–	–	0.03%	185
2024 Q1	$362K	Sell	1,338 -4	-0.3%	-$1.02K	0.03%	188
2023 Q4	$338K	Buy	1,342 +4	+0.3%	+$902	0.04%	178
2023 Q3	$300K	Hold	1,338	–	–	0.04%	177
2023 Q2	$325K	Hold	1,338	–	–	0.04%	183
2023 Q1	$303K	Hold	1,338	–	–	0.04%	183
2022 Q4	$287K	Buy	1,338 +4	+0.3%	+$876	0.04%	197
2022 Q3	$276K	Hold	1,334	–	–	0.04%	195
2022 Q2	$275K	Buy	1,334 +2	+0.2%	+$446	0.04%	200
2022 Q1	$341K	Buy	1,332 +1	+0.1%	+$256	0.05%	181
2021 Q4	$390K	Buy	+1,331	New	+$401K	0.05%	166

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

Cardiff Park Advisors's IWO Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,304 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #200.

Cardiff Park Advisors first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $428K in Q3 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Cardiff Park Advisors held 1,304 shares of iShares Russell 2000 Growth ETF worth $409K as of Q1 2026.
Cardiff Park Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #200 holding.
Cardiff Park Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares Russell 2000 Growth ETF position peaked at $428K in Q3 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.