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

CoreCap 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	$54.4K	Buy	138 +19	+16%	+$6.93K	﹤0.01%	1371
2026 Q1	$37.5K	Sell	119 -12	-9%	-$3.99K	﹤0.01%	1434
2025 Q4	$42.2K	Buy	131 +13	+11%	+$4.23K	﹤0.01%	1404
2025 Q3	$37.9K	Buy	118 +101	+594%	+$30.5K	﹤0.01%	1422
2025 Q2	$5K	Sell	17 -49	-74%	-$12.9K	﹤0.01%	2116
2025 Q1	$16.7K	Sell	66 -24	-27%	-$6.77K	﹤0.01%	1617
2024 Q4	$25.8K	Buy	90 +23	+34%	+$6.8K	﹤0.01%	1451
2024 Q3	$18.9K	Buy	+67	New	+$18.4K	﹤0.01%	1587
2024 Q2	–	Sell	-75	Closed	-$20.3K	–	2109
2024 Q1	$20.3K	Buy	+75	New	+$19.2K	﹤0.01%	1477
2023 Q4	–	Sell	-3,076	Closed	-$689K	–	621
2023 Q3	$689K	Buy	+3,076	New	+$736K	0.05%	276
2022 Q4	$4.08K	Buy	+19	New	+$4.16K	﹤0.01%	1801
2022 Q3	–	Sell	-9	Closed	-$2K	–	1304
2022 Q2	$2K	Buy	+9	New	+$2.01K	﹤0.01%	1875
2022 Q1	–	Sell	-12	Closed	-$4K	–	1307
2021 Q4	$4K	Buy	+12	New	+$3.62K	﹤0.01%	1803

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

CoreCap Advisors's IWO Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 16% in Q2 2026, buying an estimated $6.93K and bringing the position to 138 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

CoreCap Advisors first reported a position in IWO in Q4 2021 and has held it in 13 quarters since. The position peaked at $689K in Q3 2023. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

CoreCap Advisors held 138 shares of iShares Russell 2000 Growth ETF worth $54.4K as of Q2 2026.
CoreCap Advisors bought 19 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $6.93K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1371 holding.
CoreCap Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares Russell 2000 Growth ETF position peaked at $689K in Q3 2023.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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