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

Legacy Edge 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	$3.03M	Buy	7,700 +86	+1%	+$31.4K	0.28%	55
2026 Q1	$2.39M	Sell	7,614 -174	-2%	-$57.9K	0.25%	55
2025 Q4	$2.52M	Sell	7,788 -290	-4%	-$94.3K	0.28%	52
2025 Q3	$2.59M	Sell	8,078 -10	-0.1%	-$3.02K	0.3%	48
2025 Q2	$2.31M	Sell	8,088 -1,283	-14%	-$338K	0.31%	47
2025 Q1	$2.39M	Buy	9,371 +210	+2%	+$59.3K	0.37%	39
2024 Q4	$2.64M	Sell	9,161 -517	-5%	-$153K	0.42%	36
2024 Q3	$2.75M	Sell	9,678 -242	-2%	-$66.3K	0.44%	37
2024 Q2	$2.6M	Sell	9,920 -650	-6%	-$169K	0.48%	35
2024 Q1	$2.86M	Buy	10,570 +312	+3%	+$79.7K	0.6%	34
2023 Q4	$2.59M	Buy	+10,258	New	+$2.31M	0.59%	36

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Legacy Edge Advisors's IWO Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q2 2026, buying an estimated $31.4K and bringing the position to 7,700 shares worth $3.03M. The position accounts for 0.28% of the portfolio, ranked #55.

Legacy Edge Advisors first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Legacy Edge Advisors held 7,700 shares of iShares Russell 2000 Growth ETF worth $3.03M as of Q2 2026.
Legacy Edge Advisors bought 86 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $31.4K.
iShares Russell 2000 Growth ETF made up 0.28% of Legacy Edge Advisors's portfolio in Q2 2026, its #55 holding.
Legacy Edge Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.