Cornell Pochily Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cornell Pochily Investment 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	$343K	Hold	871	–	–	0.09%	145
2026 Q1	$273K	Hold	871	–	–	0.08%	151
2025 Q4	$281K	Buy	+871	New	+$283K	0.08%	150
2023 Q3	–	Sell	-1,082	Closed	-$263K	–	171
2023 Q2	$263K	Hold	1,082	–	–	0.11%	153
2023 Q1	$246K	Hold	1,082	–	–	0.11%	155
2022 Q4	$232K	Hold	1,082	–	–	0.1%	155
2022 Q3	$224K	Hold	1,082	–	–	0.1%	152
2022 Q2	$223K	Hold	1,082	–	–	0.1%	156
2022 Q1	$277K	Hold	1,082	–	–	0.11%	144
2021 Q4	$317K	Hold	1,082	–	–	0.12%	138
2021 Q3	$318K	Hold	1,082	–	–	0.14%	136
2021 Q2	$337K	Hold	1,082	–	–	0.15%	131
2021 Q1	$325K	Hold	1,082	–	–	0.16%	127
2020 Q4	$310K	Buy	+1,082	New	+$276K	0.15%	123

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

Cornell Pochily Investment Advisors's IWO Position: Q2 2026 in Review

Cornell Pochily Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 871 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #145.

Cornell Pochily Investment Advisors first reported a position in IWO in Q4 2020 and has held it in 14 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cornell Pochily Investment Advisors held 871 shares of iShares Russell 2000 Growth ETF worth $343K as of Q2 2026.
Cornell Pochily Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.09% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #145 holding.
Cornell Pochily Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 14 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.