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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Alexander Labrunerie & Co's IWO Position: Q1 2026 in Review

Alexander Labrunerie & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 850 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #100.

Alexander Labrunerie & Co first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $281K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Alexander Labrunerie & Co held 850 shares of iShares Russell 2000 Growth ETF worth $267K as of Q1 2026.
Alexander Labrunerie & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.1% of Alexander Labrunerie & Co's portfolio in Q1 2026, its #100 holding.
Alexander Labrunerie & Co first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Alexander Labrunerie & Co's iShares Russell 2000 Growth ETF position peaked at $281K in Q3 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q1 2026, filed 18 May 2026.