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

Cladis Investment Advisory’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 		$394K Hold
1,000
– – 0.18% 118
2026
Q1 		$314K Hold
1,000
– – 0.17% 120
2025
Q4 		$323K Buy
1,000
+100
+11% +$32.5K 0.18% 117
2025
Q3 		$288K Hold
900
– – 0.16% 122
2025
Q2 		$257K Buy
900
+100
+13% +$26.3K 0.16% 120
2025
Q1 		$204K Buy
+800
New +$226K 0.15% 124

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Cladis Investment Advisory's IWO Position: Q2 2026 in Review

Cladis Investment Advisory held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,000 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #118.

Cladis Investment Advisory first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cladis Investment Advisory held 1,000 shares of iShares Russell 2000 Growth ETF worth $394K as of Q2 2026.
  • Cladis Investment Advisory left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.18% of Cladis Investment Advisory's portfolio in Q2 2026, its #118 holding.
  • Cladis Investment Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.