Legal & General Group
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Legal & General Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Legal & General Group’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 		– Sell
-620
Closed -$200K – 3391
2025
Q4 		$200K Buy
620
+360
+138% +$117K ﹤0.01% 2582
2025
Q3 		$83.2K Buy
260
+210
+420% +$63.4K ﹤0.01% 2654
2025
Q2 		$14.3K Sell
50
-1,580
-97% -$416K ﹤0.01% 3148
2025
Q1 		$417K Sell
1,630
-180
-10% -$50.8K ﹤0.01% 2452
2024
Q4 		$521K Sell
1,810
-1,630
-47% -$482K ﹤0.01% 2443
2024
Q3 		$978K Buy
3,440
+2,070
+151% +$567K ﹤0.01% 2241
2024
Q2 		$360K Buy
1,370
+1,345
+5,380% +$349K ﹤0.01% 2538
2024
Q1 		$6.78K Sell
25
-1,585
-98% -$405K ﹤0.01% 3262
2023
Q4 		$406K Buy
1,610
+610
+61% +$137K ﹤0.01% 2536
2023
Q3 		$224K Sell
1,000
-590
-37% -$141K ﹤0.01% 2701
2023
Q2 		$383K Sell
1,590
-510
-24% -$117K ﹤0.01% 2544
2023
Q1 		$476K Buy
2,100
+1,300
+163% +$297K ﹤0.01% 2320
2022
Q4 		$172K Sell
800
-3,895
-83% -$853K ﹤0.01% 2677
2022
Q3 		$970K Buy
4,695
+1,695
+57% +$381K ﹤0.01% 2155
2022
Q2 		$620K Sell
3,000
-600
-17% -$134K ﹤0.01% 2296
2022
Q1 		$921K Buy
3,600
+1,900
+112% +$486K ﹤0.01% 2254
2021
Q4 		$499K Buy
1,700
+1,270
+295% +$383K ﹤0.01% 2416
2021
Q3 		$126K Sell
430
-3,270
-88% -$982K ﹤0.01% 2800
2021
Q2 		$1.15M Sell
3,700
-50
-1% -$15K ﹤0.01% 2175
2021
Q1 		$1.13M Buy
3,750
+220
+6% +$68.3K ﹤0.01% 2163
2020
Q4 		$1.01M Buy
3,530
+1,930
+121% +$492K ﹤0.01% 2106
2020
Q3 		$354K Buy
1,600
+730
+84% +$160K ﹤0.01% 2262
2020
Q2 		$180K Buy
+870
New +$163K ﹤0.01% 2378

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Legal & General Group's IWO Position: Q1 2026 in Review

Legal & General Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 620 shares — an estimated $200K sold.

Legal & General Group first reported a position in IWO in Q2 2020 and held it in 23 quarters. The position peaked at $1.15M in Q2 2021. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Legal & General Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Legal & General Group sold 620 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $200K.
  • Legal & General Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and held it in 23 quarters.
  • Legal & General Group's iShares Russell 2000 Growth ETF position peaked at $1.15M in Q2 2021.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.