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

MCF 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	$78.4K	Buy	199 +62	+45%	+$22.6K	﹤0.01%	584
2026 Q1	$43K	Buy	137 +74	+117%	+$24.6K	﹤0.01%	633
2025 Q4	$20.4K	Hold	63	–	–	﹤0.01%	688
2025 Q3	$20.2K	Hold	63	–	–	﹤0.01%	582
2025 Q2	$18K	Buy	63 +5	+9%	+$1.32K	﹤0.01%	573
2025 Q1	$14.8K	Hold	58	–	–	﹤0.01%	600
2024 Q4	$16.7K	Hold	58	–	–	﹤0.01%	586
2024 Q3	$16.5K	Hold	58	–	–	﹤0.01%	580
2024 Q2	$15.2K	Buy	58 +49	+544%	+$12.7K	﹤0.01%	583
2024 Q1	$2.44K	Hold	9	–	–	﹤0.01%	794
2023 Q4	$2.27K	Hold	9	–	–	﹤0.01%	761
2023 Q3	$2.02K	Hold	9	–	–	﹤0.01%	768
2023 Q2	$2.18K	Hold	9	–	–	﹤0.01%	705
2023 Q1	$2.04K	Hold	9	–	–	﹤0.01%	705
2022 Q4	$1.93K	Hold	9	–	–	﹤0.01%	684
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	684
2022 Q2	$2K	Buy	9 +4	+80%	+$892	﹤0.01%	630
2022 Q1	$1K	Buy	+5	New	+$1.28K	﹤0.01%	715
2021 Q4	–	Sell	-5	Closed	-$1K	–	370
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	696
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	535
2021 Q1	$2K	Sell	5 -2	-29%	-$621	﹤0.01%	501
2020 Q4	$2K	Sell	7 -3	-30%	-$765	﹤0.01%	439
2020 Q3	$2K	Sell	10 -48	-83%	-$10.5K	﹤0.01%	438
2020 Q2	$12K	Sell	58 -110	-65%	-$20.6K	﹤0.01%	353
2020 Q1	$27K	Hold	168	–	–	﹤0.01%	275
2019 Q4	$36K	Sell	168 -1	-0.6%	-$203	0.01%	277
2019 Q3	$33K	Hold	169	–	–	0.01%	273
2019 Q2	$34K	Hold	169	–	–	0.01%	264
2019 Q1	$33K	Hold	169	–	–	0.01%	260
2018 Q4	$28K	Hold	169	–	–	0.01%	260
2018 Q3	$36K	Sell	169 -8	-5%	-$1.71K	0.01%	242
2018 Q2	$36K	Buy	177 +8	+5%	+$1.6K	0.01%	237
2018 Q1	$32K	Hold	169	–	–	0.01%	251
2017 Q4	$32K	Sell	169 -4	-2%	-$730	0.01%	263
2017 Q3	$31K	Buy	173 +44	+34%	+$7.47K	0.01%	271
2017 Q2	$22K	Sell	129 -1	-0.8%	-$165	﹤0.01%	300
2017 Q1	$21K	Sell	130 -160	-55%	-$25.4K	﹤0.01%	304
2016 Q4	$45K	Hold	290	–	–	0.01%	215
2016 Q3	$43K	Hold	290	–	–	0.01%	216
2016 Q2	$40K	Hold	290	–	–	0.01%	240
2016 Q1	$38K	Hold	290	–	–	0.01%	211
2015 Q4	$40K	Hold	290	–	–	0.01%	193
2015 Q3	$39K	Hold	290	–	–	0.01%	197
2015 Q2	$45K	Buy	+290	New	+$44.4K	0.01%	192
2014 Q1	–	Sell	-120	Closed	-$17K	–	417
2013 Q4	$17K	Hold	120	–	–	0.01%	236
2013 Q3	$17K	Sell	120 -68	-36%	-$8.2K	0.01%	239
2013 Q2	$26K	Buy	+188	New	+$20.5K	0.02%	200

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

MCF Advisors's IWO Position: Q2 2026 in Review

MCF Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 45% in Q2 2026, buying an estimated $22.6K and bringing the position to 199 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

MCF Advisors first reported a position in IWO in Q2 2013 and has held it in 47 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

MCF Advisors held 199 shares of iShares Russell 2000 Growth ETF worth $78.4K as of Q2 2026.
MCF Advisors bought 62 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $22.6K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #584 holding.
MCF Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 47 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.