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CWC Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CWC Advisors’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 		$222K Buy
+564
New +$206K 0.1% 146

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

CWC Advisors's IWO Position: Q2 2026 in Review

CWC Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 564 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings.

247 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • CWC Advisors held 564 shares of iShares Russell 2000 Growth ETF worth $222K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new CWC Advisors position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.1% of CWC Advisors's portfolio in Q2 2026, its #146 holding.
  • 247 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.