Alexander Labrunerie & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Alexander Labrunerie & Co’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	$335K	Hold	850	–	–	0.12%	84
2026 Q1	$267K	Hold	850	–	–	0.1%	100
2025 Q4	$275K	Sell	850 -28	-3%	-$9.11K	0.1%	94
2025 Q3	$281K	Hold	878	–	–	0.1%	88
2025 Q2	$251K	Hold	878	–	–	0.1%	92
2025 Q1	$224K	Hold	878	–	–	0.1%	98
2024 Q4	$253K	Hold	878	–	–	0.11%	87
2024 Q3	$249K	Hold	878	–	–	0.11%	84
2024 Q2	$231K	Sell	878 -4	-0.5%	-$1.04K	0.12%	79
2024 Q1	$239K	Buy	+882	New	+$225K	0.13%	80

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 22.9% 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

Alexander Labrunerie & Co's IWO Position: Q2 2026 in Review

Alexander Labrunerie & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 850 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #84.

Alexander Labrunerie & Co first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Alexander Labrunerie & Co held 850 shares of iShares Russell 2000 Growth ETF worth $335K as of Q2 2026.
Alexander Labrunerie & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.12% of Alexander Labrunerie & Co's portfolio in Q2 2026, its #84 holding.
Alexander Labrunerie & Co first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q2 2026, filed 3 Aug 2026.