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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 		$2.31M Buy
8,088
+474
+6% +$173K 0.31% 47
2026
Q1 		$2.39M Sell
7,614
-174
-2% -$57.9K 0.25% 55
2025
Q4 		$2.52M Buy
+7,788
New +$2.53M 0.28% 52

Other funds holding IWO

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 6.2% in Q2 2026, buying an estimated $173K and bringing the position to 8,088 shares worth $2.31M. The position accounts for 0.31% of the portfolio, ranked #47.

Legacy Edge Advisors first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 781 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Legacy Edge Advisors held 8,088 shares of iShares Russell 2000 Growth ETF worth $2.31M as of Q2 2026.
  • Legacy Edge Advisors bought 474 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $173K.
  • iShares Russell 2000 Growth ETF made up 0.31% of Legacy Edge Advisors's portfolio in Q2 2026, its #47 holding.
  • Legacy Edge Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Russell 2000 Growth ETF position peaked at $2.52M in Q4 2025.
  • 781 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.