Moors & Cabot
IWO icon

Moors & Cabot’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Moors & Cabot’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 		$680K Sell
1,906
-94
-5% -$35.5K 0.03% 476
2026
Q2 		$788K Sell
2,000
-232
-10% -$84.7K 0.03% 447
2026
Q1 		$700K Buy
2,232
+860
+63% +$286K 0.03% 458
2025
Q4 		$443K Buy
1,372
+58
+4% +$18.9K 0.02% 575
2025
Q3 		$420K Buy
1,314
+83
+7% +$25K 0.02% 574
2025
Q2 		$352K Sell
1,231
-5
-0.4% -$1.32K 0.02% 604
2025
Q1 		$316K Sell
1,236
-100
-7% -$28.2K 0.02% 620
2024
Q4 		$385K Buy
1,336
+66
+5% +$19.5K 0.02% 582
2024
Q3 		$361K Buy
1,270
+7
+0.6% +$1.92K 0.02% 607
2024
Q2 		$332K Sell
1,263
-138
-10% -$35.8K 0.02% 597
2024
Q1 		$379K Buy
1,401
+192
+16% +$49.1K 0.02% 592
2023
Q4 		$305K Sell
1,209
-120
-9% -$27K 0.02% 624
2023
Q3 		$298K Buy
1,329
+111
+9% +$26.6K 0.02% 598
2023
Q2 		$296K Sell
1,218
-25
-2% -$5.73K 0.02% 622
2023
Q1 		$282K Sell
1,243
-92
-7% -$21K 0.02% 626
2022
Q4 		$286K Buy
1,335
+110
+9% +$24.1K 0.02% 602
2022
Q3 		$253K Sell
1,225
-81
-6% -$18.2K 0.02% 624
2022
Q2 		$269K Sell
1,306
-15
-1% -$3.34K 0.02% 594
2022
Q1 		$338K Buy
1,321
+160
+14% +$41K 0.02% 598
2021
Q4 		$340K Buy
1,161
+325
+39% +$97.9K 0.02% 579
2021
Q3 		$246K Buy
836
+28
+3% +$8.41K 0.02% 674
2021
Q2 		$252K Sell
808
-63
-7% -$19K 0.02% 638
2021
Q1 		$263K Sell
871
-260
-23% -$80.7K 0.02% 582
2020
Q4 		$324K Buy
1,131
+80
+8% +$20.4K 0.03% 503
2020
Q3 		$233K Buy
+1,051
New +$230K 0.02% 551

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
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Moors & Cabot's IWO Position: Q3 2026 in Review

Moors & Cabot reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.7% in Q3 2026, selling an estimated $35.5K and leaving 1,906 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #476.

Moors & Cabot first reported a position in IWO in Q3 2020 and has held it in 25 quarters since. The position peaked at $788K in Q2 2026. 717 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Moors & Cabot held 1,906 shares of iShares Russell 2000 Growth ETF worth $680K as of Q3 2026.
  • Moors & Cabot sold 94 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $35.5K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Moors & Cabot's portfolio in Q3 2026, its #476 holding.
  • Moors & Cabot first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • Moors & Cabot's iShares Russell 2000 Growth ETF position peaked at $788K in Q2 2026.
  • 717 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.