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LBJ Family Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LBJ Family Wealth 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 		$9.51M Sell
24,361
-227
-0.9% -$82.8K 4.85% 7
2026
Q1 		$7.4M Sell
24,588
-865
-3% -$288K 4.34% 7
2025
Q4 		$8.22M Sell
25,453
-113
-0.4% -$36.8K 4.52% 7
2025
Q3 		$8.18M Sell
25,566
-298
-1% -$89.9K 4.46% 7
2025
Q2 		$7.39M Buy
25,864
+8
+0% +$2.11K 4.3% 7
2025
Q1 		$6.61M Buy
25,856
+16
+0.1% +$4.52K 4.22% 7
2024
Q4 		$7.44M Sell
25,840
-329
-1% -$97.3K 4.43% 7
2024
Q3 		$7.43M Sell
26,169
-100
-0.4% -$27.4K 4.41% 8
2024
Q2 		$6.9M Sell
26,269
-74
-0.3% -$19.2K 4.33% 8
2024
Q1 		$7.13M Buy
26,343
+19
+0.1% +$4.86K 4.53% 8
2023
Q4 		$6.64M Buy
26,324
+6
+0% +$1.35K 4.59% 8
2023
Q3 		$5.9M Sell
26,318
-418
-2% -$100K 4.43% 8
2023
Q2 		$6.49M Sell
26,736
-1,261
-5% -$289K 4.51% 8
2023
Q1 		$6.35M Buy
27,997
+45
+0.2% +$10.3K 4.46% 8
2022
Q4 		$6M Sell
27,952
-107,534
-79% -$23.6M 4.48% 8
2022
Q3 		$13M Buy
135,486
+107,592
+386% +$24.2M 10.5% 3
2022
Q2 		$5.75M Sell
27,894
-88
-0.3% -$19.6K 4.31% 9
2022
Q1 		$6.82M Buy
27,982
+7
+0% +$1.79K 4.37% 8
2021
Q4 		$8.2M Sell
27,975
-400
-1% -$121K 4.77% 8
2021
Q3 		$8.44M Hold
28,375
– – 5.03% 8
2021
Q2 		$8.84M Sell
28,375
-566
-2% -$170K 5.26% 8
2021
Q1 		$8.7M Sell
28,941
-655
-2% -$203K 5.48% 8
2020
Q4 		$8.48M Sell
29,596
-70
-0.2% -$17.8K 5.52% 8
2020
Q3 		$6.57M Buy
29,666
+42
+0.1% +$9.19K 4.98% 8
2020
Q2 		$6.13M Buy
29,624
+43
+0.1% +$8.04K 4.92% 8
2020
Q1 		$4.68M Sell
29,581
-3,288
-10% -$653K 4.53% 8
2019
Q4 		$7.03M Buy
32,869
+10
+0% +$2.03K 4.86% 9
2019
Q3 		$6.33M Sell
32,859
-664
-2% -$132K 4.76% 8
2019
Q2 		$6.73M Buy
33,523
+380
+1% +$75.2K 4.97% 8
2019
Q1 		$6.52M Buy
33,143
+165
+0.5% +$31.4K 3.67% 9
2018
Q4 		$5.54M Buy
32,978
+667
+2% +$124K 4.86% 8
2018
Q3 		$6.95M Sell
32,311
-402
-1% -$85.7K 5.33% 8
2018
Q2 		$6.68M Hold
32,713
– – 5.38% 8
2018
Q1 		$6.23M Sell
32,713
-135
-0.4% -$25.9K 5.16% 8
2017
Q4 		$6.13M Buy
32,848
+66
+0.2% +$12K 5.05% 8
2017
Q3 		$5.87M Buy
32,782
+308
+0.9% +$52.3K 5% 8
2017
Q2 		$5.48M Sell
32,474
-236
-0.7% -$38.8K 4.95% 8
2017
Q1 		$5.29M Buy
32,710
+52
+0.2% +$8.25K 5.02% 8
2016
Q4 		$5.03M Sell
32,658
-234
-0.7% -$34.9K 5.01% 8
2016
Q3 		$4.9M Buy
32,892
+3,435
+12% +$501K 5.07% 8
2016
Q2 		$4.04M Hold
29,457
– – 4.55% 8
2016
Q1 		$3.91M Buy
29,457
+3,249
+12% +$405K 4.51% 8
2015
Q4 		$3.56M Buy
26,208
+1,150
+5% +$163K 4.66% 8
2015
Q3 		$3.36M Buy
25,058
+2,281
+10% +$338K 4.58% 9
2015
Q2 		$3.52M Sell
22,777
-271
-1% -$41.5K 4.78% 8
2015
Q1 		$3.54M Buy
23,048
+2,011
+10% +$293K 4.65% 8
2014
Q4 		$3M Buy
+21,037
New +$2.85M 4.11% 7
2013
Q4 		$2.45M Buy
+17,602
New +$2.28M 3.64% 10

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

LBJ Family Wealth Advisors's IWO Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.92% in Q2 2026, selling an estimated $82.8K and leaving 24,361 shares worth $9.51M. The position accounts for 4.85% of the portfolio, ranked #7.

LBJ Family Wealth Advisors first reported a position in IWO in Q4 2013 and has held it in 48 quarters since. The position peaked at $13M in Q3 2022. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • LBJ Family Wealth Advisors held 24,361 shares of iShares Russell 2000 Growth ETF worth $9.51M as of Q2 2026.
  • LBJ Family Wealth Advisors sold 227 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $82.8K.
  • iShares Russell 2000 Growth ETF made up 4.85% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • LBJ Family Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 48 quarters since.
  • LBJ Family Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $13M in Q3 2022.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.