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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
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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

E&G Advisors's IWO Position: Q2 2026 in Review

E&G Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 832 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #183.

E&G Advisors first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • E&G Advisors held 832 shares of iShares Russell 2000 Growth ETF worth $328K as of Q2 2026.
  • E&G Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.06% of E&G Advisors's portfolio in Q2 2026, its #183 holding.
  • E&G Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.