Coston McIsaac & Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Coston McIsaac & Partners’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	$102K	Hold	259	–	–	0.02%	233
2026 Q1	$81K	Hold	259	–	–	0.02%	252
2025 Q4	$83K	Buy	259 +76	+42%	+$24.7K	0.02%	247
2025 Q3	$58K	Hold	183	–	–	0.01%	281
2025 Q2	$52K	Hold	183	–	–	0.01%	292
2025 Q1	$46K	Hold	183	–	–	0.01%	283
2024 Q4	$52K	Hold	183	–	–	0.02%	269
2024 Q3	$51	Hold	183	–	–	0.01%	275
2024 Q2	$48K	Hold	183	–	–	0.02%	270
2024 Q1	$49K	Hold	183	–	–	0.02%	270
2023 Q4	$46K	Hold	183	–	–	0.02%	268
2023 Q3	$41K	Hold	183	–	–	0.02%	272
2023 Q2	$44K	Hold	183	–	–	0.02%	289
2023 Q1	$41K	Hold	183	–	–	0.02%	298
2022 Q4	$39	Hold	183	–	–	0.02%	314
2022 Q3	$37K	Hold	183	–	–	0.02%	259
2022 Q2	$38K	Buy	+183	New	+$40.8K	0.02%	156

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

Coston McIsaac & Partners's IWO Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 259 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #233.

Coston McIsaac & Partners first reported a position in IWO in Q2 2022 and has held it in 17 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Coston McIsaac & Partners held 259 shares of iShares Russell 2000 Growth ETF worth $102K as of Q2 2026.
Coston McIsaac & Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Coston McIsaac & Partners's portfolio in Q2 2026, its #233 holding.
Coston McIsaac & Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.