CIAS
IWO icon

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

CFS 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 		$3.95M Sell
10,202
-106
-1% -$38.7K 0.26% 74
2026
Q1 		$3.67M Sell
10,308
-107
-1% -$35.6K 0.25% 77
2025
Q4 		$3.36M Sell
10,415
-260
-2% -$84.6K 0.25% 81
2025
Q3 		$3.54M Sell
10,675
-142
-1% -$42.8K 0.26% 77
2025
Q2 		$3.09M Sell
10,817
-4
-0% -$1.05K 0.25% 81
2025
Q1 		$2.77M Sell
10,821
-422
-4% -$119K 0.25% 85
2024
Q4 		$3.24M Sell
11,243
-2
-0% -$592 0.29% 72
2024
Q3 		$3.19M Sell
11,245
-11,267
-50% -$3.09M 0.27% 71
2024
Q2 		$5.91M Buy
+22,512
New +$5.84M 0.48% 46
2023
Q4 		– Sell
-11,351
Closed -$2.54M – 161
2023
Q3 		$2.54M Sell
11,351
-571
-5% -$137K 0.41% 49
2023
Q2 		$2.89M Sell
11,922
-34
-0.3% -$7.8K 0.37% 48
2023
Q1 		$2.71M Buy
+11,956
New +$2.73M 0.49% 34
2022
Q4 		– Sell
-2,596,010
Closed -$260K – 192
2022
Q3 		$260K Buy
2,596,010
+2,583,062
+19,950% +$581M 0.06% 116
2022
Q2 		$2.67M Sell
12,948
-3,217,432
-100% -$717M 0.41% 46
2022
Q1 		$244K Buy
3,230,380
+3,217,856
+25,694% +$824M 1.06% 22
2021
Q4 		$3.18M Buy
12,524
+64
+0.5% +$19.3K 0.43% 48
2021
Q3 		$3.66M Buy
+12,460
New +$3.74M 0.5% 43
2020
Q4 		$3.54M Buy
+12,334
New +$3.14M 0.56% 35

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
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

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

CFS Investment Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1% in Q2 2026, selling an estimated $38.7K and leaving 10,202 shares worth $3.95M. The position accounts for 0.26% of the portfolio, ranked #74.

CFS Investment Advisory Services first reported a position in IWO in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.91M in Q2 2024. 275 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • CFS Investment Advisory Services held 10,202 shares of iShares Russell 2000 Growth ETF worth $3.95M as of Q2 2026.
  • CFS Investment Advisory Services sold 106 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $38.7K.
  • iShares Russell 2000 Growth ETF made up 0.26% of CFS Investment Advisory Services's portfolio in Q2 2026, its #74 holding.
  • CFS Investment Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • CFS Investment Advisory Services's iShares Russell 2000 Growth ETF position peaked at $5.91M in Q2 2024.
  • 275 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.