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Legato Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Legato Capital Management’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 		– Sell
-1,018
Closed -$260K – 586
2025
Q1 		$260K Buy
+1,018
New +$287K 0.04% 501
2024
Q2 		– Sell
-1,367
Closed -$370K – 599
2024
Q1 		$370K Buy
+1,367
New +$349K 0.04% 484
2023
Q4 		– Sell
-1,033
Closed -$232K – 595
2023
Q3 		$232K Buy
+1,033
New +$247K 0.03% 504

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

Legato Capital Management's IWO Position: Q2 2025 in Review

Legato Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1,018 shares — an estimated $260K sold.

Legato Capital Management first reported a position in IWO in Q3 2023 and held it in 3 quarters. The position peaked at $370K in Q1 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Legato Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Legato Capital Management sold 1,018 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $260K.
  • Legato Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Legato Capital Management's iShares Russell 2000 Growth ETF position peaked at $370K in Q1 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Legato Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.