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

Legacy Bridge’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 		$2.35M Buy
7,503
+171
+2% +$56.9K 0.9% 27
2025
Q4 		$2.37M Buy
7,332
+100
+1% +$32.5K 0.96% 26
2025
Q3 		$2.31M Buy
7,232
+29
+0.4% +$8.75K 0.96% 27
2025
Q2 		$2.06M Sell
7,203
-3
-0% -$790 0.98% 27
2025
Q1 		$1.84M Buy
7,206
+1,201
+20% +$339K 1.03% 29
2024
Q4 		$1.73M Buy
6,005
+40
+0.7% +$11.8K 0.9% 31
2024
Q3 		$1.69M Hold
5,965
– – 0.91% 36
2024
Q2 		$1.57M Buy
5,965
+65
+1% +$16.9K 0.92% 36
2024
Q1 		$1.6M Buy
5,900
+1,066
+22% +$272K 0.93% 35
2023
Q4 		$1.22M Buy
4,834
+146
+3% +$32.9K 0.79% 56
2023
Q3 		$1.05M Hold
4,688
– – 0.75% 56
2023
Q2 		$1.14M Sell
4,688
-250
-5% -$57.3K 0.76% 52
2023
Q1 		$1.12M Hold
4,938
– – 0.78% 54
2022
Q4 		$1.06M Hold
4,938
– – 0.75% 55
2022
Q3 		$1.02M Sell
4,938
-50
-1% -$11.3K 0.81% 54
2022
Q2 		$1.03M Sell
4,988
-625
-11% -$139K 0.76% 53
2022
Q1 		$1.44M Hold
5,613
– – 0.84% 39
2021
Q4 		$1.65M Hold
5,613
– – 0.86% 36
2021
Q3 		$1.65M Sell
5,613
-10
-0.2% -$3K 0.95% 24
2021
Q2 		$1.75M Sell
5,623
-860
-13% -$259K 0.99% 20
2021
Q1 		$1.95M Buy
6,483
+250
+4% +$77.6K 1.26% 10
2020
Q4 		$1.79M Hold
6,233
– – 1.3% 11
2020
Q3 		$1.38M Buy
6,233
+101
+2% +$22.1K 1.26% 13
2020
Q2 		$1.27M Hold
6,132
– – 1.4% 7
2020
Q1 		$970K Sell
6,132
-2,565
-29% -$509K 1.22% 12
2019
Q4 		$1.86M Hold
8,697
– – 1.55% 3
2019
Q3 		$1.68M Buy
8,697
+182
+2% +$36.1K 1.6% 5
2019
Q2 		$1.71M Hold
8,515
– – 1.65% 5
2019
Q1 		$1.68M Hold
8,515
– – 1.73% 3
2018
Q4 		$1.43M Buy
+8,515
New +$1.59M 1.77% 4

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

Legacy Bridge's IWO Position: Q1 2026 in Review

Legacy Bridge increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q1 2026, buying an estimated $56.9K and bringing the position to 7,503 shares worth $2.35M. The position accounts for 0.9% of the portfolio, ranked #27.

Legacy Bridge first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.37M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Legacy Bridge held 7,503 shares of iShares Russell 2000 Growth ETF worth $2.35M as of Q1 2026.
  • Legacy Bridge bought 171 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $56.9K.
  • iShares Russell 2000 Growth ETF made up 0.9% of Legacy Bridge's portfolio in Q1 2026, its #27 holding.
  • Legacy Bridge first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's iShares Russell 2000 Growth ETF position peaked at $2.37M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.