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

CGN 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 		$335K Buy
850
+26
+3% +$9.49K 0.02% 265
2026
Q1 		$258K Sell
824
-81
-9% -$26.9K 0.02% 287
2025
Q4 		$292K Sell
905
-14
-2% -$4.55K 0.02% 279
2025
Q3 		$294K Hold
919
– – 0.02% 268
2025
Q2 		$263K Sell
919
-96
-9% -$25.3K 0.02% 275
2025
Q1 		$259K Sell
1,015
-26
-2% -$7.34K 0.03% 268
2024
Q4 		$300K Buy
1,041
+3
+0.3% +$887 0.03% 255
2024
Q3 		$295K Buy
1,038
+111
+12% +$30.4K 0.03% 244
2024
Q2 		$243K Sell
927
-5
-0.5% -$1.3K 0.03% 246
2024
Q1 		$252K Sell
932
-17
-2% -$4.34K 0.03% 234
2023
Q4 		$239K Buy
949
+16
+2% +$3.61K 0.03% 235
2023
Q3 		$209K Buy
+933
New +$223K 0.03% 248

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

CGN Advisors's IWO Position: Q2 2026 in Review

CGN Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.2% in Q2 2026, buying an estimated $9.49K and bringing the position to 850 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #265.

CGN Advisors first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • CGN Advisors held 850 shares of iShares Russell 2000 Growth ETF worth $335K as of Q2 2026.
  • CGN Advisors bought 26 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $9.49K.
  • iShares Russell 2000 Growth ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #265 holding.
  • CGN Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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