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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return