Leo Wealth LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Leo Wealth LLC’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	$301K	Buy	961 +1	+0.1%	+$333	0.02%	357
2025 Q4	$310K	Buy	960 +234	+32%	+$76.1K	0.02%	341
2025 Q3	$232K	Sell	726 -194	-21%	-$58.5K	0.03%	259
2025 Q2	$263K	Buy	+920	New	+$242K	0.02%	330
2025 Q1	–	Sell	-918	Closed	-$264K	–	324
2024 Q4	$264K	Buy	918 +3	+0.3%	+$887	0.02%	303
2024 Q3	$260K	Sell	915 -549	-38%	-$150K	0.02%	300
2024 Q2	$384K	Buy	1,464 +551	+60%	+$143K	0.04%	244
2024 Q1	$247K	Sell	913 -245	-21%	-$62.6K	0.03%	292
2023 Q4	$296K	Buy	+1,158	New	+$261K	0.03%	260

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

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

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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Leo Wealth LLC's IWO Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.1% in Q1 2026, buying an estimated $333 and bringing the position to 961 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #357.

Leo Wealth LLC first reported a position in IWO in Q4 2023 and has held it in 9 quarters since. The position peaked at $384K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Leo Wealth LLC held 961 shares of iShares Russell 2000 Growth ETF worth $301K as of Q1 2026.
Leo Wealth LLC bought 1 iShares Russell 2000 Growth ETF share in Q1 2026, an estimated $333.
iShares Russell 2000 Growth ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #357 holding.
Leo Wealth LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Leo Wealth LLC's iShares Russell 2000 Growth ETF position peaked at $384K in Q2 2024.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.