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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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. 1,105 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.
1,105 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.