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 Q2	$561K	Sell	1,423 -109	-7%	-$39.8K	0.11%	87
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 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

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

Curtis Advisory Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7.1% in Q2 2026, selling an estimated $39.8K and leaving 1,423 shares worth $561K. The position accounts for 0.11% of the portfolio, ranked #87.

Curtis Advisory Group first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2023. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Curtis Advisory Group held 1,423 shares of iShares Russell 2000 Growth ETF worth $561K as of Q2 2026.
Curtis Advisory Group sold 109 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $39.8K.
iShares Russell 2000 Growth ETF made up 0.11% of Curtis Advisory Group's portfolio in Q2 2026, its #87 holding.
Curtis Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Curtis Advisory Group's iShares Russell 2000 Growth ETF position peaked at $1.16M in Q3 2023.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.