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

Legacy Trust’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
Q3 		$826K Buy
2,349
+58
+3% +$21.9K 0.14% 107
2026
Q2 		$903K Hold
2,291
– – 0.16% 98
2026
Q1 		$719K Hold
2,291
– – 0.14% 107
2025
Q4 		$740K Hold
2,291
– – 0.14% 107
2025
Q3 		$733K Sell
2,291
-47
-2% -$14.2K 0.14% 106
2025
Q2 		$668K Sell
2,338
-585
-20% -$154K 0.16% 92
2025
Q1 		$747K Buy
2,923
+130
+5% +$36.7K 0.18% 89
2024
Q4 		$804K Buy
2,793
+165
+6% +$48.8K 0.19% 80
2024
Q3 		$746K Buy
2,628
+46
+2% +$12.6K 0.17% 89
2024
Q2 		$678K Sell
2,582
-150
-5% -$38.9K 0.17% 90
2024
Q1 		$740K Sell
2,732
-397
-13% -$101K 0.18% 89
2023
Q4 		$789K Buy
3,129
+147
+5% +$33.1K 0.21% 81
2023
Q3 		$668K Hold
2,982
– – 0.19% 86
2023
Q2 		$724K Hold
2,982
– – 0.2% 85
2023
Q1 		$676K Buy
2,982
+146
+5% +$33.4K 0.2% 86
2022
Q4 		$608K Buy
+2,836
New +$621K 0.19% 87

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Legacy Trust's IWO Position: Q3 2026 in Review

Legacy Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.5% in Q3 2026, buying an estimated $21.9K and bringing the position to 2,349 shares worth $826K. The position accounts for 0.14% of the portfolio, ranked #107.

Legacy Trust first reported a position in IWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $903K in Q2 2026. 693 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Legacy Trust held 2,349 shares of iShares Russell 2000 Growth ETF worth $826K as of Q3 2026.
  • Legacy Trust bought 58 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $21.9K.
  • iShares Russell 2000 Growth ETF made up 0.14% of Legacy Trust's portfolio in Q3 2026, its #107 holding.
  • Legacy Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's iShares Russell 2000 Growth ETF position peaked at $903K in Q2 2026.
  • 693 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.