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CGN Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CGN Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$698K Buy
2,324
+9
+0.4% +$2.53K 0.05% 203
2026
Q1 		$574K Sell
2,315
-277
-11% -$71.5K 0.05% 214
2025
Q4 		$638K Buy
2,592
+7
+0.3% +$1.72K 0.05% 210
2025
Q3 		$625K Sell
2,585
-67
-3% -$15.4K 0.05% 202
2025
Q2 		$572K Sell
2,652
-54
-2% -$10.9K 0.05% 212
2025
Q1 		$540K Sell
2,706
-464
-15% -$101K 0.05% 212
2024
Q4 		$700K Sell
3,170
-80
-2% -$18.2K 0.07% 190
2024
Q3 		$718K Buy
3,250
+235
+8% +$50.3K 0.07% 182
2024
Q2 		$612K Hold
3,015
– – 0.07% 187
2024
Q1 		$634K Buy
3,015
+855
+40% +$171K 0.08% 173
2023
Q4 		$434K Buy
2,160
+896
+71% +$161K 0.06% 185
2023
Q3 		$223K Buy
+1,264
New +$237K 0.03% 245
2022
Q4 		– Sell
-3,023
Closed -$498K – 224
2022
Q3 		$498K Buy
+3,023
New +$551K 0.12% 165

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CGN Advisors's IWM Position: Q2 2026 in Review

CGN Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.39% in Q2 2026, buying an estimated $2.53K and bringing the position to 2,324 shares worth $698K. The position accounts for 0.05% of the portfolio, ranked #203.

CGN Advisors first reported a position in IWM in Q3 2022 and has held it in 13 quarters since. The position peaked at $718K in Q3 2024. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CGN Advisors held 2,324 shares of iShares Russell 2000 ETF worth $698K as of Q2 2026.
  • CGN Advisors bought 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Russell 2000 ETF made up 0.05% of CGN Advisors's portfolio in Q2 2026, its #203 holding.
  • CGN Advisors first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 13 quarters since.
  • CGN Advisors's iShares Russell 2000 ETF position peaked at $718K in Q3 2024.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.