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Legacy Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Legacy 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 		$286K Hold
727
– – 0.03% 252
2026
Q1 		$228K Sell
727
-130
-15% -$43.2K 0.03% 254
2025
Q4 		$277K Buy
857
+130
+18% +$42.3K 0.03% 231
2025
Q3 		$233K Buy
+727
New +$219K 0.03% 225
2025
Q2 		– Sell
-1,027
Closed -$262K – 208
2025
Q1 		$262K Buy
1,027
+100
+11% +$28.2K 0.03% 355
2024
Q4 		$267K Buy
927
+200
+28% +$59.2K 0.03% 331
2024
Q3 		$206K Buy
+727
New +$199K 0.02% 363
2020
Q1 		– Sell
-1,399
Closed -$300K – 119
2019
Q4 		$300K Sell
1,399
-50
-3% -$10.1K 0.19% 103
2019
Q3 		$279K Buy
1,449
+50
+4% +$9.91K 0.21% 87
2019
Q2 		$281K Sell
1,399
-1,399
-50% -$277K 0.19% 89
2019
Q1 		$550K Buy
2,798
+1,399
+100% +$266K 0.18% 98
2018
Q4 		$235K Hold
1,399
– – 0.18% 103
2018
Q3 		$301K Hold
1,399
– – 0.15% 115
2018
Q2 		$286K Hold
1,399
– – 0.21% 75
2018
Q1 		$270K Sell
1,399
-1,123
-45% -$216K 0.2% 69
2017
Q4 		$470K Buy
+2,522
New +$460K 0.46% 35

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Legacy Advisors's IWO Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 727 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #252.

Legacy Advisors first reported a position in IWO in Q4 2017 and has held it in 16 quarters since. The position peaked at $550K in Q1 2019. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Legacy Advisors held 727 shares of iShares Russell 2000 Growth ETF worth $286K as of Q2 2026.
  • Legacy Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #252 holding.
  • Legacy Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 16 quarters since.
  • Legacy Advisors's iShares Russell 2000 Growth ETF position peaked at $550K in Q1 2019.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.