CWC Advisors
IWO icon

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
Q3 		$201K Hold
564
– – 0.09% 156
2026
Q2 		$222K Buy
+564
New +$206K 0.1% 146

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
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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

CWC Advisors's IWO Position: Q3 2026 in Review

CWC Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 564 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #156.

CWC Advisors first reported a position in IWO in Q2 2026 and has held it in 2 quarters since. The position peaked at $222K in Q2 2026. 402 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • CWC Advisors held 564 shares of iShares Russell 2000 Growth ETF worth $201K as of Q3 2026.
  • CWC Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.09% of CWC Advisors's portfolio in Q3 2026, its #156 holding.
  • CWC Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • CWC Advisors's iShares Russell 2000 Growth ETF position peaked at $222K in Q2 2026.
  • 402 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.