Cranbrook Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cranbrook Wealth Management’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	$595K	Sell	1,510 -13	-0.9%	-$4.74K	0.11%	82
2026 Q1	$478K	Sell	1,523 -154	-9%	-$51.2K	0.1%	88
2025 Q4	$542K	Sell	1,677 -4	-0.2%	-$1.3K	0.11%	81
2025 Q3	$538K	Sell	1,681 -7	-0.4%	-$2.11K	0.11%	78
2025 Q2	$482K	Hold	1,688	–	–	0.1%	79
2025 Q1	$431K	Hold	1,688	–	–	0.1%	84
2024 Q4	$486K	Sell	1,688 -7	-0.4%	-$2.07K	0.11%	78
2024 Q3	$481K	Sell	1,695 -10	-0.6%	-$2.74K	0.11%	81
2024 Q2	$448K	Hold	1,705	–	–	0.11%	78
2024 Q1	$462K	Sell	1,705 -2	-0.1%	-$511	0.12%	69
2023 Q4	$431K	Hold	1,707	–	–	0.11%	70
2023 Q3	$383K	Sell	1,707 -1	-0.1%	-$239	0.11%	69
2023 Q2	$414K	Hold	1,708	–	–	0.12%	72
2023 Q1	$387K	Sell	1,708 -395	-19%	-$90.4K	0.11%	74
2022 Q4	$451K	Hold	2,103	–	–	0.12%	69
2022 Q3	$434K	Buy	2,103 +147	+8%	+$33.1K	0.11%	71
2022 Q2	$404K	Hold	1,956	–	–	0.1%	78
2022 Q1	$500K	Sell	1,956 -113	-5%	-$28.9K	0.11%	76
2021 Q4	$606K	Hold	2,069	–	–	0.13%	68
2021 Q3	$607K	Hold	2,069	–	–	0.14%	66
2021 Q2	$645K	Hold	2,069	–	–	0.15%	60
2021 Q1	$622K	Sell	2,069 -515	-20%	-$160K	0.15%	60
2020 Q4	$741K	Sell	2,584 -467	-15%	-$119K	0.19%	56
2020 Q3	$676K	Hold	3,051	–	–	0.2%	56
2020 Q2	$631K	Sell	3,051 -42	-1%	-$7.86K	0.19%	57
2020 Q1	$489K	Hold	3,093	–	–	0.17%	58
2019 Q4	$663K	Hold	3,093	–	–	0.18%	58
2019 Q3	$596K	Hold	3,093	–	–	0.17%	59
2019 Q2	$621K	Hold	3,093	–	–	0.18%	58
2019 Q1	$608K	Hold	3,093	–	–	0.19%	55
2018 Q4	$520K	Hold	3,093	–	–	0.18%	56
2018 Q3	$665K	Hold	3,093	–	–	0.23%	52
2018 Q2	$632K	Hold	3,093	–	–	0.24%	50
2018 Q1	$589K	Sell	3,093 -159	-5%	-$30.5K	0.23%	50
2017 Q4	$607K	Hold	3,252	–	–	0.24%	50
2017 Q3	$582K	Sell	3,252 -38	-1%	-$6.46K	0.24%	47
2017 Q2	$555K	Sell	3,290 -30	-0.9%	-$4.94K	0.24%	50
2017 Q1	$537K	Sell	3,320 -32	-1%	-$5.08K	0.25%	47
2016 Q4	$516K	Hold	3,352	–	–	0.25%	46
2016 Q3	$499K	Sell	3,352 -197	-6%	-$28.7K	0.25%	44
2016 Q2	$487K	Sell	3,549 -38	-1%	-$5.13K	0.25%	42
2016 Q1	$476K	Hold	3,587	–	–	0.25%	39
2015 Q4	$500K	Hold	3,587	–	–	0.28%	39
2015 Q3	$481K	Hold	3,587	–	–	0.28%	39
2015 Q2	$554K	Buy	3,587 +66	+2%	+$10.1K	0.32%	38
2015 Q1	$534K	Sell	3,521 -202	-5%	-$29.4K	0.31%	39
2014 Q4	$530K	Sell	3,723 -119	-3%	-$16.1K	0.33%	38
2014 Q3	$498K	Sell	3,842 -74	-2%	-$9.92K	0.33%	34
2014 Q2	$542K	Hold	3,916	–	–	0.36%	33
2014 Q1	$533K	Sell	3,916 -833	-18%	-$114K	0.37%	33
2013 Q4	$644K	Buy	+4,749	New	+$615K	0.44%	35

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

Cranbrook Wealth Management's IWO Position: Q2 2026 in Review

Cranbrook Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.85% in Q2 2026, selling an estimated $4.74K and leaving 1,510 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #82.

Cranbrook Wealth Management first reported a position in IWO in Q4 2013 and has held it in 51 quarters since. The position peaked at $741K in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cranbrook Wealth Management held 1,510 shares of iShares Russell 2000 Growth ETF worth $595K as of Q2 2026.
Cranbrook Wealth Management sold 13 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.74K.
iShares Russell 2000 Growth ETF made up 0.11% of Cranbrook Wealth Management's portfolio in Q2 2026, its #82 holding.
Cranbrook Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 51 quarters since.
Cranbrook Wealth Management's iShares Russell 2000 Growth ETF position peaked at $741K in Q4 2020.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.