CVA Family Office’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CVA Family Office’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	$5.91K	Hold	15	–	–	﹤0.01%	1215
2026 Q1	$4.71K	Hold	15	–	–	﹤0.01%	1259
2025 Q4	$4.84K	Hold	15	–	–	﹤0.01%	889
2025 Q3	$4.8K	Hold	15	–	–	﹤0.01%	901
2025 Q2	$4.29K	Hold	15	–	–	﹤0.01%	910
2025 Q1	$3.83K	Hold	15	–	–	﹤0.01%	936
2024 Q4	$4.32K	Buy	+15	New	+$4.44K	﹤0.01%	895
2023 Q2	–	Sell	-185	Closed	-$42K	–	1039
2023 Q1	$42K	Hold	185	–	–	0.01%	473
2022 Q4	$39.7K	Hold	185	–	–	0.01%	459
2022 Q3	$38K	Hold	185	–	–	0.01%	428
2022 Q2	$38K	Hold	185	–	–	0.01%	424
2022 Q1	$47K	Hold	185	–	–	0.01%	413
2021 Q4	$54K	Buy	+185	New	+$55.8K	0.01%	346
2021 Q3	–	Sell	-185	Closed	-$58K	–	607
2021 Q2	$58K	Hold	185	–	–	0.02%	344
2021 Q1	$56K	Buy	+185	New	+$57.4K	0.02%	267

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

CVA Family Office's IWO Position: Q2 2026 in Review

CVA Family Office held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 15 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

CVA Family Office first reported a position in IWO in Q1 2021 and has held it in 15 quarters since. The position peaked at $58K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

CVA Family Office held 15 shares of iShares Russell 2000 Growth ETF worth $5.91K as of Q2 2026.
CVA Family Office left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1215 holding.
CVA Family Office first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 15 quarters since.
CVA Family Office's iShares Russell 2000 Growth ETF position peaked at $58K in Q2 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.