Legend Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-11	Closed	-$3.14K	–	98
2025 Q2	$3.14K	Buy	+11	New	+$2.9K	﹤0.01%	148
2025 Q1	–	Sell	-11	Closed	-$3.17K	–	138
2024 Q4	$3.17K	Hold	11	–	–	﹤0.01%	181
2024 Q3	$3.12K	Hold	11	–	–	﹤0.01%	138
2024 Q2	$2.89K	Hold	11	–	–	﹤0.01%	215
2024 Q1	$2.98K	Sell	11 -11	-50%	-$2.81K	﹤0.01%	168
2023 Q4	$5.55K	Sell	22 -41	-65%	-$9.24K	﹤0.01%	148
2023 Q3	$14.1K	Hold	63	–	–	0.01%	112
2023 Q2	$15.3K	Hold	63	–	–	0.01%	122
2023 Q1	$14.3K	Hold	63	–	–	0.01%	125
2022 Q4	$13.5K	Hold	63	–	–	0.01%	143
2022 Q3	$13K	Buy	+63	New	+$14.2K	0.01%	129

Other funds holding IWO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return