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

Leisure 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
2026
Q1 		– Sell
-1,111
Closed -$359K – 158
2025
Q4 		$359K Buy
+1,111
New +$361K 0.12% 112
2024
Q1 		– Sell
-1,881
Closed -$474K – 135
2023
Q4 		$474K Buy
+1,881
New +$424K 0.26% 100
2023
Q1 		– Sell
-11,800
Closed -$2.53M – 138
2022
Q4 		$2.53M Buy
+11,800
New +$2.59M 1.31% 22
2022
Q1 		– Sell
-1,924
Closed -$564K – 143
2021
Q4 		$564K Buy
+1,924
New +$580K 0.26% 100

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Leisure Capital Management's IWO Position: Q1 2026 in Review

Leisure Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,111 shares — an estimated $359K sold.

Leisure Capital Management first reported a position in IWO in Q4 2021 and held it in 4 quarters. The position peaked at $2.53M in Q4 2022. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Leisure Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Leisure Capital Management sold 1,111 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $359K.
  • Leisure Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 4 quarters.
  • Leisure Capital Management's iShares Russell 2000 Growth ETF position peaked at $2.53M in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Leisure Capital Management's 13F filing for Q1 2026, filed 8 May 2026.