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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legend Financial Advisors's IWO Position: Q3 2025 in Review

Legend Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 11 shares — an estimated $3.14K sold.

Legend Financial Advisors first reported a position in IWO in Q3 2022 and held it in 11 quarters. The position peaked at $15.3K in Q2 2023. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Legend Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 11 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $3.14K.
Legend Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $15.3K in Q2 2023.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.