McCarley & Cook Financial Planners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

McCarley & Cook Financial Planners’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	$156K	Hold	436	–	–	0.12%	60
2026 Q2	$172K	Hold	436	–	–	0.13%	55
2026 Q1	$137K	Hold	436	–	–	0.12%	63
2025 Q4	$141K	Buy	+436	New	+$142K	0.13%	59

Other funds holding IWO

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

McCarley & Cook Financial Planners's IWO Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 436 shares worth $156K. The position accounts for 0.12% of the portfolio, ranked #60.

McCarley & Cook Financial Planners first reported a position in IWO in Q4 2025 and has held it in 4 quarters since. The position peaked at $172K in Q2 2026. 351 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

McCarley & Cook Financial Planners held 436 shares of iShares Russell 2000 Growth ETF worth $156K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.12% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #60 holding.
McCarley & Cook Financial Planners first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares Russell 2000 Growth ETF position peaked at $172K in Q2 2026.
351 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.