Central Valley Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Central Valley 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 Q2	$381K	Hold	967	–	–	0.1%	137
2026 Q1	$303K	Hold	967	–	–	0.08%	147
2025 Q4	$312K	Sell	967 -47	-5%	-$15.3K	0.09%	120
2025 Q3	$325K	Hold	1,014	–	–	0.1%	120
2025 Q2	$290K	Hold	1,014	–	–	0.1%	115
2025 Q1	$259K	Hold	1,014	–	–	0.1%	108
2024 Q4	$292K	Hold	1,014	–	–	0.13%	112
2024 Q3	$288K	Hold	1,014	–	–	0.16%	106
2024 Q2	$555K	Hold	1,014	–	–	0.24%	65
2024 Q1	$275K	Buy	1,014 +200	+25%	+$51.1K	0.14%	118
2023 Q4	$205K	Buy	+814	New	+$183K	0.12%	136

Other funds holding IWO

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Central Valley Advisors's IWO Position: Q2 2026 in Review

Central Valley Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 967 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #137.

Central Valley Advisors first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $555K in Q2 2024. 312 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Central Valley Advisors held 967 shares of iShares Russell 2000 Growth ETF worth $381K as of Q2 2026.
Central Valley Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.1% of Central Valley Advisors's portfolio in Q2 2026, its #137 holding.
Central Valley Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's iShares Russell 2000 Growth ETF position peaked at $555K in Q2 2024.
312 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.