CoreCap Advisors
IWO icon

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
Q3 		$45.7K Sell
128
-10
-7% -$3.77K ﹤0.01% 1450
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

CoreCap Advisors's IWO Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7.2% in Q3 2026, selling an estimated $3.77K and leaving 128 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

CoreCap Advisors first reported a position in IWO in Q4 2021 and has held it in 14 quarters since. The position peaked at $689K in Q3 2023. 312 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • CoreCap Advisors held 128 shares of iShares Russell 2000 Growth ETF worth $45.7K as of Q3 2026.
  • CoreCap Advisors sold 10 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $3.77K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1450 holding.
  • CoreCap Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's iShares Russell 2000 Growth ETF position peaked at $689K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.