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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
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

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 Trust's IWO Position: Q1 2026 in Review

Legacy Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 2,291 shares worth $719K. 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 14 quarters since. The position peaked at $804K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Legacy Trust held 2,291 shares of iShares Russell 2000 Growth ETF worth $719K as of Q1 2026.
  • Legacy Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.14% of Legacy Trust's portfolio in Q1 2026, its #107 holding.
  • Legacy Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's iShares Russell 2000 Growth ETF position peaked at $804K in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.