Csenge Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Csenge Advisory Group’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	$435K	Buy	1,104 +2	+0.2%	+$730	0.02%	503
2026 Q1	$346K	Sell	1,102 -428	-28%	-$142K	0.02%	520
2025 Q4	$494K	Buy	1,530 +309	+25%	+$101K	0.02%	443
2025 Q3	$391K	Sell	1,221 -177	-13%	-$53.4K	0.02%	481
2025 Q2	$377K	Sell	1,398 -128	-8%	-$33.7K	0.02%	496
2025 Q1	$368K	Sell	1,526 -913	-37%	-$258K	0.02%	477
2024 Q4	$702K	Buy	2,439 +1,280	+110%	+$379K	0.04%	351
2024 Q3	$332K	Sell	1,159 -754	-39%	-$207K	0.02%	532
2024 Q2	$502K	Sell	1,913 -5	-0.3%	-$1.3K	0.03%	400
2024 Q1	$519K	Buy	1,918 +742	+63%	+$190K	0.03%	421
2023 Q4	$296K	Sell	1,176 -320	-21%	-$72.1K	0.02%	523
2023 Q3	$335K	Buy	+1,496	New	+$358K	0.02%	465
2022 Q2	–	Sell	-1,026	Closed	-$262K	–	627
2022 Q1	$262K	Buy	+1,026	New	+$263K	0.02%	530
2021 Q4	–	Sell	-875	Closed	-$260K	–	584
2021 Q3	$260K	Buy	+875	New	+$263K	0.02%	500
2021 Q2	–	Sell	-787	Closed	-$239K	–	567
2021 Q1	$239K	Sell	787 -343	-30%	-$106K	0.02%	440
2020 Q4	$324K	Buy	1,130 +180	+19%	+$45.9K	0.04%	305
2020 Q3	$219K	Buy	+950	New	+$208K	0.03%	368
2018 Q4	–	Sell	-16	Closed	-$2K	–	820
2018 Q3	$2K	Sell	16 -9,326	-100%	-$1.99M	﹤0.01%	763
2018 Q2	$1.91M	Buy	9,342 +123	+1%	+$24.6K	0.7%	27
2018 Q1	$1.76M	Buy	+9,219	New	+$1.77M	0.61%	39

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

Csenge Advisory Group's IWO Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.18% in Q2 2026, buying an estimated $730 and bringing the position to 1,104 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #503.

Csenge Advisory Group first reported a position in IWO in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.91M in Q2 2018. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Csenge Advisory Group held 1,104 shares of iShares Russell 2000 Growth ETF worth $435K as of Q2 2026.
Csenge Advisory Group bought 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
iShares Russell 2000 Growth ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #503 holding.
Csenge Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 20 quarters since.
Csenge Advisory Group's iShares Russell 2000 Growth ETF position peaked at $1.91M in Q2 2018.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.