LMKC
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L.M. Kohn & Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

L.M. Kohn & Company’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
2025
Q1 		– Sell
-1,733
Closed -$499K – 283
2024
Q4 		$499K Buy
+1,733
New +$513K 0.13% 139
2024
Q2 		– Sell
-1,689
Closed -$457K – 284
2024
Q1 		$457K Buy
+1,689
New +$432K 0.13% 150

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

L.M. Kohn & Company's IWO Position: Q1 2025 in Review

L.M. Kohn & Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 1,733 shares — an estimated $499K sold.

L.M. Kohn & Company first reported a position in IWO in Q1 2024 and held it in 2 quarters. The position peaked at $499K in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • L.M. Kohn & Company reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 1,733 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $499K.
  • L.M. Kohn & Company first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 2 quarters.
  • L.M. Kohn & Company's iShares Russell 2000 Growth ETF position peaked at $499K in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on L.M. Kohn & Company's 13F filing for Q1 2025, filed 21 Apr 2025.