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Larson Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Larson Financial Group’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 		$3.47M Sell
11,056
-1,376
-11% -$458K 0.11% 162
2025
Q4 		$4.02M Sell
12,432
-75
-0.6% -$24.4K 0.13% 140
2025
Q3 		$4M Sell
12,507
-441
-3% -$133K 0.14% 136
2025
Q2 		$3.7M Sell
12,948
-1,598
-11% -$421K 0.15% 135
2025
Q1 		$3.72M Sell
14,546
-772
-5% -$218K 0.18% 111
2024
Q4 		$4.41M Sell
15,318
-172
-1% -$50.9K 0.23% 87
2024
Q3 		$4.4M Sell
15,490
-353
-2% -$96.7K 0.25% 80
2024
Q2 		$4.16M Sell
15,843
-1,570
-9% -$408K 0.28% 64
2024
Q1 		$4.72M Sell
17,413
-101
-0.6% -$25.8K 0.36% 53
2023
Q4 		$4.42M Buy
17,514
+202
+1% +$45.5K 0.39% 52
2023
Q3 		$3.88M Sell
17,312
-630
-4% -$151K 0.38% 52
2023
Q2 		$4.35M Sell
17,942
-325
-2% -$74.5K 0.44% 47
2023
Q1 		$4.14M Sell
18,267
-813
-4% -$186K 0.45% 43
2022
Q4 		$4.09M Buy
+19,080
New +$4.18M 0.49% 43
2022
Q2 		– Sell
-320
Closed -$82K – 1245
2022
Q1 		$82K Buy
320
+307
+2,362% +$78.6K 0.01% 299
2021
Q4 		$4K Sell
13
-8
-38% -$2.41K ﹤0.01% 856
2021
Q3 		$6K Buy
21
+13
+163% +$3.9K ﹤0.01% 667
2021
Q2 		$2K Buy
+8
New +$2.41K ﹤0.01% 728
2020
Q4 		– Sell
-2
Closed – – 798
2020
Q3 		$0 Hold
2
– – ﹤0.01% 783
2020
Q2 		$0 Buy
+2
New +$374 ﹤0.01% 718
2019
Q1 		– Sell
-3
Closed -$1K – 514
2018
Q4 		$1K Buy
+3
New +$560 ﹤0.01% 419

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Larson Financial Group's IWO Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q1 2026, selling an estimated $458K and leaving 11,056 shares worth $3.47M. The position accounts for 0.11% of the portfolio, ranked #162.

Larson Financial Group first reported a position in IWO in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.72M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Larson Financial Group held 11,056 shares of iShares Russell 2000 Growth ETF worth $3.47M as of Q1 2026.
  • Larson Financial Group sold 1,376 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $458K.
  • iShares Russell 2000 Growth ETF made up 0.11% of Larson Financial Group's portfolio in Q1 2026, its #162 holding.
  • Larson Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 21 quarters since.
  • Larson Financial Group's iShares Russell 2000 Growth ETF position peaked at $4.72M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.