L & S Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

L & S 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	$302K	Sell	766 -131	-15%	-$47.8K	0.03%	208
2026 Q1	$281K	Sell	897 -63	-7%	-$21K	0.04%	206
2025 Q4	$310K	Hold	960	–	–	0.03%	315
2025 Q3	$307K	Hold	960	–	–	0.03%	285
2025 Q2	$274K	Hold	960	–	–	0.03%	300
2025 Q1	$245K	Hold	960	–	–	0.03%	324
2024 Q4	$276K	Hold	960	–	–	0.03%	288
2024 Q3	$273K	Hold	960	–	–	0.03%	297
2024 Q2	$252K	Hold	960	–	–	0.03%	284
2024 Q1	$260K	Hold	960	–	–	0.03%	289
2023 Q4	$242K	Hold	960	–	–	0.03%	294
2023 Q3	$215K	Hold	960	–	–	0.03%	281
2023 Q2	$233K	Hold	960	–	–	0.03%	284
2023 Q1	$218K	Hold	960	–	–	0.03%	291
2022 Q4	$206K	Buy	+960	New	+$210K	0.04%	231
2022 Q3	–	Sell	-1,197	Closed	-$247K	–	250
2022 Q2	$247K	Sell	1,197 -400	-25%	-$89.2K	0.04%	206
2022 Q1	$408K	Sell	1,597 -45	-3%	-$11.5K	0.05%	225
2021 Q4	$481K	Sell	1,642 -7,421	-82%	-$2.24M	0.05%	221
2021 Q3	$2.66M	Buy	9,063 +560	+7%	+$168K	0.29%	101
2021 Q2	$2.65M	Buy	8,503 +1,216	+17%	+$366K	0.29%	103
2021 Q1	$2.19M	Buy	7,287 +85	+1%	+$26.4K	0.25%	136
2020 Q4	$2.06M	Buy	7,202 +217	+3%	+$55.3K	0.24%	148
2020 Q3	$1.55M	Sell	6,985 -624	-8%	-$137K	0.21%	151
2020 Q2	$1.57M	Buy	7,609 +479	+7%	+$89.6K	0.23%	111
2020 Q1	$1.13M	Sell	7,130 -1,380	-16%	-$274K	0.21%	110
2019 Q4	$1.82M	Sell	8,510 -174	-2%	-$35.3K	0.23%	97
2019 Q3	$1.67M	Sell	8,684 -1,918	-18%	-$380K	0.23%	115
2019 Q2	$2.13M	Buy	10,602 +682	+7%	+$135K	0.28%	98
2019 Q1	$1.95M	Sell	9,920 -694	-7%	-$132K	0.26%	88
2018 Q4	$1.78M	Sell	10,614 -38	-0.4%	-$7.09K	0.33%	58
2018 Q3	$2.29M	Buy	10,652 +2,170	+26%	+$463K	0.3%	84
2018 Q2	$1.73M	Buy	8,482 +354	+4%	+$70.8K	0.29%	89
2018 Q1	$1.55M	Buy	8,128 +581	+8%	+$112K	0.3%	84
2017 Q4	$1.41M	Buy	7,547 +395	+6%	+$72.1K	0.22%	104
2017 Q3	$1.28M	Sell	7,152 -990	-12%	-$168K	0.21%	95
2017 Q2	$1.37M	Sell	8,142 -1,210	-13%	-$199K	0.24%	108
2017 Q1	$1.51M	Buy	9,352 +1,502	+19%	+$238K	0.29%	96
2016 Q4	$1.21M	Buy	7,850 +1,035	+15%	+$154K	0.27%	84
2016 Q3	$1.01M	Buy	+6,815	New	+$993K	0.28%	68

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 22.96% 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

L & S Advisors's IWO Position: Q2 2026 in Review

L & S Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q2 2026, selling an estimated $47.8K and leaving 766 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #208.

L & S Advisors first reported a position in IWO in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.66M in Q3 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

L & S Advisors held 766 shares of iShares Russell 2000 Growth ETF worth $302K as of Q2 2026.
L & S Advisors sold 131 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $47.8K.
iShares Russell 2000 Growth ETF made up 0.03% of L & S Advisors's portfolio in Q2 2026, its #208 holding.
L & S Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 39 quarters since.
L & S Advisors's iShares Russell 2000 Growth ETF position peaked at $2.66M in Q3 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.