IFG Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

IFG Advisory’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	$144K	Sell	404 -12	-3%	-$4.53K	﹤0.01%	966
2026 Q2	$164K	Buy	+416	New	+$152K	0.01%	933
2023 Q1	–	Sell	-973	Closed	-$208K	–	518
2022 Q4	$208K	Buy	+973	New	+$213K	0.02%	459
2022 Q1	–	Sell	-738	Closed	-$216K	–	514
2021 Q4	$216K	Sell	738 -100	-12%	-$30.1K	0.02%	464
2021 Q3	$246K	Hold	838	–	–	0.03%	429
2021 Q2	$261K	Sell	838 -104	-11%	-$31.3K	0.03%	414
2021 Q1	$283K	Sell	942 -323	-26%	-$100K	0.04%	406
2020 Q4	$362K	Buy	1,265 +18	+1%	+$4.59K	0.05%	323
2020 Q3	$276K	Sell	1,247 -45	-3%	-$9.8K	0.04%	337
2020 Q2	$267K	Hold	1,292	–	–	0.05%	325
2020 Q1	$204K	Buy	1,292 +142	+12%	+$28.2K	0.05%	336
2019 Q4	$246K	Sell	1,150 -33	-3%	-$6.7K	0.04%	353
2019 Q3	$227K	Buy	+1,183	New	+$235K	0.04%	363

Other funds holding IWO

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IFG Advisory's IWO Position: Q3 2026 in Review

IFG Advisory reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.9% in Q3 2026, selling an estimated $4.53K and leaving 404 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

IFG Advisory first reported a position in IWO in Q3 2019 and has held it in 13 quarters since. The position peaked at $362K in Q4 2020. 693 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

IFG Advisory held 404 shares of iShares Russell 2000 Growth ETF worth $144K as of Q3 2026.
IFG Advisory sold 12 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $4.53K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #966 holding.
IFG Advisory first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 13 quarters since.
IFG Advisory's iShares Russell 2000 Growth ETF position peaked at $362K in Q4 2020.
693 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.