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Leigh Baldwin & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Leigh Baldwin & Co’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
Q2 		$213K Buy
+540
New +$197K 0.11% 173
2025
Q1 		– Sell
-712
Closed -$205K – 175
2024
Q4 		$205K Buy
+712
New +$211K 0.17% 160

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 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Leigh Baldwin & Co's IWO Position: Q2 2026 in Review

Leigh Baldwin & Co opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 540 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #173 among its holdings. This is a return to the name: Leigh Baldwin & Co previously reported a position in IWO as recently as Q4 2024.

Leigh Baldwin & Co first reported a position in IWO in Q4 2024 and has held it in 2 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Leigh Baldwin & Co held 540 shares of iShares Russell 2000 Growth ETF worth $213K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Leigh Baldwin & Co position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.11% of Leigh Baldwin & Co's portfolio in Q2 2026, its #173 holding.
  • Leigh Baldwin & Co first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.