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

Procyon 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 Q3	$211K	Buy	591 +81	+16%	+$30.6K	0.01%	544
2026 Q2	$201K	Buy	+510	New	+$186K	0.01%	556
2025 Q1	–	Sell	-2,771	Closed	-$798K	–	607
2024 Q4	$798K	Buy	+2,771	New	+$820K	0.05%	267
2020 Q3	–	Sell	-499	Closed	-$103K	–	618
2020 Q2	$103K	Hold	499	–	–	0.05%	284
2020 Q1	$79K	Hold	499	–	–	0.05%	269
2019 Q4	$107K	Buy	+499	New	+$101K	0.07%	254

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Procyon Advisors's IWO Position: Q3 2026 in Review

Procyon Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 16% in Q3 2026, buying an estimated $30.6K and bringing the position to 591 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #544.

Procyon Advisors first reported a position in IWO in Q4 2019 and has held it in 6 quarters since. The position peaked at $798K in Q4 2024. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Procyon Advisors held 591 shares of iShares Russell 2000 Growth ETF worth $211K as of Q3 2026.
Procyon Advisors bought 81 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $30.6K.
iShares Russell 2000 Growth ETF made up 0.01% of Procyon Advisors's portfolio in Q3 2026, its #544 holding.
Procyon Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 6 quarters since.
Procyon Advisors's iShares Russell 2000 Growth ETF position peaked at $798K in Q4 2024.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.