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LGL Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LGL Partners’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 		$4.78M Buy
12,133
+15
+0.1% +$5.47K 1.75% 12
2026
Q1 		$3.8M Buy
12,118
+3
+0% +$998 1.57% 12
2025
Q4 		$3.91M Buy
12,115
+27
+0.2% +$8.78K 1.67% 12
2025
Q3 		$3.87M Buy
12,088
+14
+0.1% +$4.22K 1.65% 12
2025
Q2 		$3.51M Buy
12,074
+1,413
+13% +$372K 1.56% 12
2025
Q1 		$2.72M Sell
10,661
-2,391
-18% -$675K 1.31% 14
2024
Q4 		$3.76M Buy
13,052
+39
+0.3% +$11.5K 0.55% 20
2024
Q3 		$3.7M Buy
13,013
+20
+0.2% +$5.48K 0.52% 20
2024
Q2 		$3.41M Sell
12,993
-19
-0.1% -$4.93K 0.5% 21
2024
Q1 		$3.52M Buy
13,012
+1,241
+11% +$317K 0.59% 20
2023
Q4 		$2.97M Buy
11,771
+2,811
+31% +$634K 0.41% 25
2023
Q3 		$2.01M Buy
8,960
+1,795
+25% +$430K 0.35% 26
2023
Q2 		$1.74M Buy
+7,165
New +$1.64M 0.3% 28

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 22.96% 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

LGL Partners's IWO Position: Q2 2026 in Review

LGL Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.12% in Q2 2026, buying an estimated $5.47K and bringing the position to 12,133 shares worth $4.78M. The position accounts for 1.75% of the portfolio, ranked #12.

LGL Partners first reported a position in IWO in Q2 2023 and has held it in 13 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • LGL Partners held 12,133 shares of iShares Russell 2000 Growth ETF worth $4.78M as of Q2 2026.
  • LGL Partners bought 15 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.47K.
  • iShares Russell 2000 Growth ETF made up 1.75% of LGL Partners's portfolio in Q2 2026, its #12 holding.
  • LGL Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.