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Lane & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lane & Associates’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 		$2.06M Buy
8,049
+444
+6% +$125K 1.11% 27
2024
Q4 		$2.26M Buy
7,605
+296
+4% +$87.6K 1.17% 24
2024
Q3 		$2.08M Buy
7,309
+526
+8% +$144K 1.13% 25
2024
Q2 		$1.78M Buy
6,783
+2,774
+69% +$720K 1.05% 25
2024
Q1 		$1.09M Buy
4,009
+1,336
+50% +$341K 0.68% 34
2023
Q4 		$674K Buy
2,673
+378
+16% +$85.2K 0.49% 45
2023
Q3 		$514K Buy
+2,295
New +$549K 0.41% 51

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

Lane & Associates's IWO Position: Q1 2025 in Review

Lane & Associates increased its iShares Russell 2000 Growth ETF (IWO) stake by 5.8% in Q1 2025, buying an estimated $125K and bringing the position to 8,049 shares worth $2.06M. The position accounts for 1.11% of the portfolio, ranked #27.

Lane & Associates first reported a position in IWO in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.26M in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Lane & Associates held 8,049 shares of iShares Russell 2000 Growth ETF worth $2.06M as of Q1 2025.
  • Lane & Associates bought 444 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $125K.
  • iShares Russell 2000 Growth ETF made up 1.11% of Lane & Associates's portfolio in Q1 2025, its #27 holding.
  • Lane & Associates first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 7 quarters since.
  • Lane & Associates's iShares Russell 2000 Growth ETF position peaked at $2.26M in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.