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E&G Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

E&G 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 		$297K Sell
831
-1
-0.1% -$377 0.06% 192
2026
Q2 		$328K Hold
832
– – 0.06% 183
2026
Q1 		$261K Buy
832
+12
+1% +$3.99K 0.06% 199
2025
Q4 		$265K Buy
+820
New +$267K 0.06% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

E&G Advisors's IWO Position: Q3 2026 in Review

E&G Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.12% in Q3 2026, selling an estimated $377 and leaving 831 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #192.

E&G Advisors first reported a position in IWO in Q4 2025 and has held it in 4 quarters since. The position peaked at $328K in Q2 2026. 757 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • E&G Advisors held 831 shares of iShares Russell 2000 Growth ETF worth $297K as of Q3 2026.
  • E&G Advisors sold 1 iShares Russell 2000 Growth ETF share in Q3 2026, an estimated $377.
  • iShares Russell 2000 Growth ETF made up 0.06% of E&G Advisors's portfolio in Q3 2026, its #192 holding.
  • E&G Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • E&G Advisors's iShares Russell 2000 Growth ETF position peaked at $328K in Q2 2026.
  • 757 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.