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 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Procyon Advisors's IWO Position: Q2 2026 in Review

Procyon Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 510 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Procyon Advisors previously reported a position in IWO as recently as Q4 2024.

Procyon Advisors first reported a position in IWO in Q4 2019 and has held it in 5 quarters since. The position peaked at $798K in Q4 2024. 303 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Procyon Advisors held 510 shares of iShares Russell 2000 Growth ETF worth $201K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Procyon Advisors position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #556 holding.
Procyon Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 5 quarters since.
Procyon Advisors's iShares Russell 2000 Growth ETF position peaked at $798K in Q4 2024.
303 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.