Centaurus Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Centaurus Financial’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	$1.39M	Buy	3,537 +14	+0.4%	+$5.11K	0.05%	329
2026 Q1	$1.11M	Sell	3,523 -460	-12%	-$153K	0.05%	316
2025 Q4	$1.29M	Buy	3,983 +99	+3%	+$32.2K	0.06%	289
2025 Q3	$1.24M	Sell	3,884 -31	-0.8%	-$9.35K	0.06%	280
2025 Q2	$1.12M	Buy	3,915 +245	+7%	+$64.5K	0.07%	274
2025 Q1	$938K	Sell	3,670 -41	-1%	-$11.6K	0.06%	293
2024 Q4	$1.07M	Buy	3,711 +341	+10%	+$101K	0.07%	265
2024 Q3	$957K	Buy	3,370 +568	+20%	+$156K	0.06%	263
2024 Q2	$736K	Buy	2,802 +183	+7%	+$47.5K	0.05%	298
2024 Q1	$709K	Buy	2,619 +1,874	+252%	+$479K	0.05%	310
2023 Q4	$188K	Buy	745 +191	+34%	+$43.1K	0.01%	605
2023 Q3	$124K	Buy	554 +135	+32%	+$32.3K	0.01%	677
2023 Q2	$102K	Sell	419 -324	-44%	-$74.3K	0.01%	723
2023 Q1	$169K	Buy	743 +32	+5%	+$7.32K	0.01%	711
2022 Q4	$152K	Buy	711 +26	+4%	+$5.7K	0.01%	674
2022 Q3	$142K	Hold	685	–	–	0.01%	711
2022 Q2	$141K	Buy	+685	New	+$153K	0.01%	715
2022 Q1	–	Sell	-381	Closed	-$112K	–	937
2021 Q4	$112K	Hold	381	–	–	0.01%	863
2021 Q3	$112K	Hold	381	–	–	0.01%	835
2021 Q2	$119K	Buy	381 +2	+0.5%	+$602	0.01%	814
2021 Q1	$114K	Buy	+379	New	+$118K	0.01%	755
2019 Q3	–	Sell	-506	Closed	-$102K	–	515
2019 Q2	$102K	Buy	+506	New	+$100K	0.02%	577
2018 Q3	–	Sell	-1,292	Closed	-$264K	–	1295
2018 Q2	$264K	Buy	+1,292	New	+$258K	0.04%	448

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

Centaurus Financial's IWO Position: Q2 2026 in Review

Centaurus Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.4% in Q2 2026, buying an estimated $5.11K and bringing the position to 3,537 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #329.

Centaurus Financial first reported a position in IWO in Q2 2018 and has held it in 23 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Centaurus Financial held 3,537 shares of iShares Russell 2000 Growth ETF worth $1.39M as of Q2 2026.
Centaurus Financial bought 14 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.11K.
iShares Russell 2000 Growth ETF made up 0.05% of Centaurus Financial's portfolio in Q2 2026, its #329 holding.
Centaurus Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 23 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.