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

Genesee Capital 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	$725K	Hold	1,840	–	–	0.23%	87
2026 Q1	$577K	Hold	1,840	–	–	0.24%	75
2025 Q4	$594K	Hold	1,840	–	–	0.24%	76
2025 Q3	$589K	Hold	1,840	–	–	0.26%	70
2025 Q2	$526K	Hold	1,840	–	–	0.24%	75
2025 Q1	$470K	Hold	1,840	–	–	0.24%	79
2024 Q4	$530K	Hold	1,840	–	–	0.25%	76
2024 Q3	$523K	Hold	1,840	–	–	0.25%	76
2024 Q2	$483K	Hold	1,840	–	–	0.24%	76
2024 Q1	$498K	Hold	1,840	–	–	0.27%	70
2023 Q4	$464K	Hold	1,840	–	–	0.29%	67
2023 Q3	$412K	Hold	1,840	–	–	0.3%	67
2023 Q2	$446K	Hold	1,840	–	–	0.3%	61
2023 Q1	$417K	Hold	1,840	–	–	0.3%	60
2022 Q4	$395K	Hold	1,840	–	–	0.29%	60
2022 Q3	$380K	Hold	1,840	–	–	0.29%	61
2022 Q2	$380K	Hold	1,840	–	–	0.27%	67
2022 Q1	$471K	Hold	1,840	–	–	0.25%	74
2021 Q4	$539K	Hold	1,840	–	–	0.26%	73
2021 Q3	$540K	Buy	+1,840	New	+$553K	0.27%	72
2021 Q2	–	Sell	-1,840	Closed	-$553K	–	88
2021 Q1	$553K	Buy	+1,840	New	+$571K	0.33%	61

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Genesee Capital Advisors's IWO Position: Q2 2026 in Review

Genesee Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,840 shares worth $725K. The position accounts for 0.23% of the portfolio, ranked #87.

Genesee Capital Advisors first reported a position in IWO in Q1 2021 and has held it in 21 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Genesee Capital Advisors held 1,840 shares of iShares Russell 2000 Growth ETF worth $725K as of Q2 2026.
Genesee Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.23% of Genesee Capital Advisors's portfolio in Q2 2026, its #87 holding.
Genesee Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 21 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.