Lazard Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lazard Asset Management’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	$141K	Hold	450	–	–	﹤0.01%	1679
2025 Q4	$145K	Hold	450	–	–	﹤0.01%	1698
2025 Q3	$144K	Hold	450	–	–	﹤0.01%	1646
2025 Q2	$128K	Hold	450	–	–	﹤0.01%	1807
2025 Q1	$114K	Hold	450	–	–	﹤0.01%	1772
2024 Q4	$129K	Hold	450	–	–	﹤0.01%	1730
2024 Q3	$127K	Hold	450	–	–	﹤0.01%	1720
2024 Q2	$118K	Hold	450	–	–	﹤0.01%	1707
2024 Q1	$121K	Hold	450	–	–	﹤0.01%	1475
2023 Q4	$113K	Hold	450	–	–	﹤0.01%	1612
2023 Q3	$100K	Hold	450	–	–	﹤0.01%	1631
2023 Q2	$109K	Hold	450	–	–	﹤0.01%	1548
2023 Q1	$102K	Hold	450	–	–	﹤0.01%	1522
2022 Q4	$96K	Hold	450	–	–	﹤0.01%	1547
2022 Q3	$92K	Hold	450	–	–	﹤0.01%	1501
2022 Q2	$92K	Hold	450	–	–	﹤0.01%	1537
2022 Q1	$115K	Hold	450	–	–	﹤0.01%	1361
2021 Q4	$131K	Hold	450	–	–	﹤0.01%	1365
2021 Q3	$132K	Hold	450	–	–	﹤0.01%	1358
2021 Q2	$140K	Hold	450	–	–	﹤0.01%	1271
2021 Q1	$135K	Hold	450	–	–	﹤0.01%	1160
2020 Q4	$129K	Hold	450	–	–	﹤0.01%	1146
2020 Q3	$99K	Hold	450	–	–	﹤0.01%	1031
2020 Q2	$93K	Hold	450	–	–	﹤0.01%	1038
2020 Q1	$71K	Hold	450	–	–	﹤0.01%	1076
2019 Q4	$96K	Hold	450	–	–	﹤0.01%	968
2019 Q3	$86K	Hold	450	–	–	﹤0.01%	981
2019 Q2	$90K	Hold	450	–	–	﹤0.01%	1099
2019 Q1	$88K	Hold	450	–	–	﹤0.01%	1043
2018 Q4	$75K	Hold	450	–	–	﹤0.01%	928
2018 Q3	$96K	Hold	450	–	–	﹤0.01%	917
2018 Q2	$91K	Buy	+450	New	+$90K	﹤0.01%	911

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Lazard Asset Management's IWO Position: Q1 2026 in Review

Lazard Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 450 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Lazard Asset Management first reported a position in IWO in Q2 2018 and has held it in 32 quarters since. The position peaked at $145K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Lazard Asset Management held 450 shares of iShares Russell 2000 Growth ETF worth $141K as of Q1 2026.
Lazard Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1679 holding.
Lazard Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 32 quarters since.
Lazard Asset Management's iShares Russell 2000 Growth ETF position peaked at $145K in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.