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

Legacy Investment Solutions’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
2025
Q2 		$10.3K Buy
+36
New +$9.48K 0.01% 313
2024
Q4 		$10.7K Sell
36
-5
-12% -$1.48K 0.01% 281
2024
Q3 		$12.5K Buy
+41
New +$11.2K 0.01% 279

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Investment Solutions's IWO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2025: 36 shares worth $10.3K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IWO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IWO in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.5K in Q3 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Legacy Investment Solutions held 36 shares of iShares Russell 2000 Growth ETF worth $10.3K as of Q2 2025.
  • iShares Russell 2000 Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Russell 2000 Growth ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #313 holding.
  • Legacy Investment Solutions first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares Russell 2000 Growth ETF position peaked at $12.5K in Q3 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.