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

Curtis 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
Q1 		$481K Sell
1,532
-73
-5% -$24.3K 0.1% 88
2025
Q4 		$518K Sell
1,605
-26
-2% -$8.46K 0.11% 83
2025
Q3 		$522K Buy
1,631
+51
+3% +$15.4K 0.12% 77
2025
Q2 		$452K Buy
1,580
+382
+32% +$101K 0.11% 80
2025
Q1 		$306K Buy
1,198
+97
+9% +$27.4K 0.09% 86
2024
Q4 		$317K Sell
1,101
-41
-4% -$12.1K 0.08% 82
2024
Q3 		$324K Sell
1,142
-10
-0.9% -$2.74K 0.09% 79
2024
Q2 		$302K Sell
1,152
-70
-6% -$18.2K 0.11% 77
2024
Q1 		$331K Sell
1,222
-680
-36% -$174K 0.13% 73
2023
Q4 		$480K Sell
1,902
-3,261
-63% -$735K 0.22% 59
2023
Q3 		$1.16M Buy
5,163
+2,715
+111% +$650K 0.38% 31
2023
Q2 		$594K Buy
2,448
+495
+25% +$113K 0.19% 53
2023
Q1 		$443K Hold
1,953
– – 0.16% 60
2022
Q4 		$419K Sell
1,953
-343
-15% -$75.2K 0.17% 59
2022
Q3 		$474K Buy
2,296
+150
+7% +$33.8K 0.19% 52
2022
Q2 		$443K Buy
2,146
+1,133
+112% +$253K 0.18% 56
2022
Q1 		$259K Buy
+1,013
New +$259K 0.09% 76

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Curtis Advisory Group's IWO Position: Q1 2026 in Review

Curtis Advisory Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.5% in Q1 2026, selling an estimated $24.3K and leaving 1,532 shares worth $481K. The position accounts for 0.1% of the portfolio, ranked #88.

Curtis Advisory Group first reported a position in IWO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2023. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Curtis Advisory Group held 1,532 shares of iShares Russell 2000 Growth ETF worth $481K as of Q1 2026.
  • Curtis Advisory Group sold 73 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $24.3K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Curtis Advisory Group's portfolio in Q1 2026, its #88 holding.
  • Curtis Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Curtis Advisory Group's iShares Russell 2000 Growth ETF position peaked at $1.16M in Q3 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.