Lake Street Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lake Street Private Wealth’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	$273K	Hold	694	–	–	0.03%	242
2026 Q1	$218K	Hold	694	–	–	0.03%	244
2025 Q4	$224K	Hold	694	–	–	0.03%	256
2025 Q3	$222K	Sell	694 -14	-2%	-$4.22K	0.03%	252
2025 Q2	$202K	Sell	708 -1,054	-60%	-$277K	0.03%	248
2025 Q1	$450K	Sell	1,762 -574	-25%	-$162K	0.07%	161
2024 Q4	$672K	Sell	2,336 -1,398	-37%	-$414K	0.11%	125
2024 Q3	$1.06M	Buy	3,734 +223	+6%	+$61.1K	0.17%	105
2024 Q2	$922K	Buy	3,511 +574	+20%	+$149K	0.12%	152
2024 Q1	$795K	Sell	2,937 -12,059	-80%	-$3.08M	0.11%	166
2023 Q4	$3.78M	Buy	14,996 +954	+7%	+$215K	0.6%	45
2023 Q3	$3.17M	Buy	14,042 +1,335	+11%	+$319K	0.57%	48
2023 Q2	$3.08M	Buy	12,707 +1,037	+9%	+$238K	0.54%	53
2023 Q1	$2.65M	Buy	11,670 +1,337	+13%	+$306K	0.49%	56
2022 Q4	$2.22M	Buy	+10,333	New	+$2.26M	0.46%	63
2022 Q2	–	Sell	-1,090	Closed	-$279K	–	317
2022 Q1	$279K	Sell	1,090 -12,350	-92%	-$3.16M	0.05%	262
2021 Q4	$3.94M	Buy	13,440 +431	+3%	+$130K	0.69%	33
2021 Q3	$3.82M	Buy	13,009 +441	+4%	+$132K	0.93%	28
2021 Q2	$3.95M	Sell	12,568 -1,269	-9%	-$382K	1%	25
2021 Q1	$4.16M	Buy	13,837 +476	+4%	+$148K	1.15%	24
2020 Q4	$3.83M	Sell	13,361 -60	-0.4%	-$15.3K	1.11%	25
2020 Q3	$2.97M	Buy	13,421 +215	+2%	+$47.1K	1%	31
2020 Q2	$2.73M	Sell	13,206 -818	-6%	-$153K	1.01%	31
2020 Q1	$2.22M	Buy	14,024 +779	+6%	+$155K	1.01%	35
2019 Q4	$2.84M	Buy	13,245 +133	+1%	+$27K	1.09%	25
2019 Q3	$2.53M	Sell	13,112 -1,886	-13%	-$374K	1.15%	25
2019 Q2	$3.01M	Sell	14,998 -197	-1%	-$39K	1.78%	12
2019 Q1	$2.99M	Buy	+15,195	New	+$2.89M	2.05%	9

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

Lake Street Private Wealth's IWO Position: Q2 2026 in Review

Lake Street Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 694 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #242.

Lake Street Private Wealth first reported a position in IWO in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.16M in Q1 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Lake Street Private Wealth held 694 shares of iShares Russell 2000 Growth ETF worth $273K as of Q2 2026.
Lake Street Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #242 holding.
Lake Street Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 28 quarters since.
Lake Street Private Wealth's iShares Russell 2000 Growth ETF position peaked at $4.16M in Q1 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.