Curtis Advisory Group
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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
Q3 		$541K Buy
1,516
+93
+7% +$35.1K 0.1% 86
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Curtis Advisory Group's IWO Position: Q3 2026 in Review

Curtis Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.5% in Q3 2026, buying an estimated $35.1K and bringing the position to 1,516 shares worth $541K. The position accounts for 0.1% of the portfolio, ranked #86.

Curtis Advisory Group first reported a position in IWO in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.16M in Q3 2023. 693 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Curtis Advisory Group held 1,516 shares of iShares Russell 2000 Growth ETF worth $541K as of Q3 2026.
  • Curtis Advisory Group bought 93 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $35.1K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Curtis Advisory Group's portfolio in Q3 2026, its #86 holding.
  • Curtis Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Curtis Advisory Group's iShares Russell 2000 Growth ETF position peaked at $1.16M in Q3 2023.
  • 693 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.