Cary Street Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cary Street Partners’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	$269K	Sell	684 -104	-13%	-$37.9K	0.01%	840
2026 Q1	$247K	Sell	788 -6	-0.8%	-$2K	0.01%	774
2025 Q4	$256K	Sell	794 -7	-0.9%	-$2.28K	0.01%	771
2025 Q3	$256K	Buy	801 +14	+2%	+$4.22K	0.01%	724
2025 Q2	$225K	Sell	787 -4	-0.5%	-$1.05K	0.01%	730
2025 Q1	$202K	Hold	791	–	–	0.01%	746
2024 Q4	$228K	Buy	+791	New	+$234K	0.01%	686

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

Cary Street Partners's IWO Position: Q2 2026 in Review

Cary Street Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q2 2026, selling an estimated $37.9K and leaving 684 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #840.

Cary Street Partners first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cary Street Partners held 684 shares of iShares Russell 2000 Growth ETF worth $269K as of Q2 2026.
Cary Street Partners sold 104 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $37.9K.
iShares Russell 2000 Growth ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #840 holding.
Cary Street Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.