CI
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CX Institutional’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CX Institutional’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 		$73K Hold
185
– – ﹤0.01% 920
2026
Q1 		$58K Hold
185
– – ﹤0.01% 951
2025
Q4 		$60K Sell
185
-100
-35% -$32.5K ﹤0.01% 943
2025
Q3 		$91K Buy
+285
New +$86K ﹤0.01% 838
2023
Q4 		– Sell
-2,850
Closed -$639K – 552
2023
Q3 		$639K Buy
2,850
+1,218
+75% +$291K 0.04% 299
2023
Q2 		$396K Buy
1,632
+41
+3% +$9.4K 0.02% 378
2023
Q1 		$362K Sell
1,591
-399
-20% -$91.3K 0.02% 385
2022
Q4 		$427K Buy
1,990
+269
+16% +$58.9K 0.03% 389
2022
Q3 		$356K Buy
1,721
+389
+29% +$87.6K 0.02% 373
2022
Q2 		$275K Buy
+1,332
New +$297K 0.02% 388
2021
Q4 		– Sell
-22
Closed -$6K – 634
2021
Q3 		$6K Hold
22
– – ﹤0.01% 860
2021
Q2 		$7K Hold
22
– – ﹤0.01% 854
2021
Q1 		$7K Buy
+22
New +$6.83K ﹤0.01% 788
2020
Q3 		– Sell
-7
Closed -$1K – 895
2020
Q2 		$1K Hold
7
– – ﹤0.01% 810
2020
Q1 		$1K Sell
7
-10
-59% -$1.99K ﹤0.01% 724
2019
Q4 		$4K Sell
17
-53
-76% -$10.8K ﹤0.01% 588
2019
Q3 		$13K Sell
70
-63
-47% -$12.5K ﹤0.01% 429
2019
Q2 		$27K Sell
133
-106
-44% -$21K ﹤0.01% 378
2019
Q1 		$47K Sell
239
-170
-42% -$32.3K 0.01% 330
2018
Q4 		$69K Sell
409
-149
-27% -$27.8K 0.01% 238
2018
Q3 		$120K Sell
558
-338
-38% -$72.1K 0.04% 135
2018
Q2 		$183K Buy
+896
New +$179K 0.07% 116

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

CX Institutional's IWO Position: Q2 2026 in Review

CX Institutional held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 185 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

CX Institutional first reported a position in IWO in Q2 2018 and has held it in 22 quarters since. The position peaked at $639K in Q3 2023. 271 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • CX Institutional held 185 shares of iShares Russell 2000 Growth ETF worth $73K as of Q2 2026.
  • CX Institutional left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #920 holding.
  • CX Institutional first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 22 quarters since.
  • CX Institutional's iShares Russell 2000 Growth ETF position peaked at $639K in Q3 2023.
  • 271 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.