Lighthouse Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lighthouse Financial’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	$1.37M	Sell	4,360 -100	-2%	-$33.3K	0.83%	25
2025 Q4	$1.44M	Hold	4,460	–	–	0.94%	22
2025 Q3	$1.43M	Sell	4,460 -1,150	-20%	-$347K	0.94%	24
2025 Q2	$1.6M	Sell	5,610 -350	-6%	-$92.1K	1.23%	21
2025 Q1	$1.52M	Hold	5,960	–	–	1.31%	19
2024 Q4	$1.72M	Buy	+5,960	New	+$1.76M	1.39%	20

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Lighthouse Financial's IWO Position: Q1 2026 in Review

Lighthouse Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q1 2026, selling an estimated $33.3K and leaving 4,360 shares worth $1.37M. The position accounts for 0.83% of the portfolio, ranked #25.

Lighthouse Financial first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Lighthouse Financial held 4,360 shares of iShares Russell 2000 Growth ETF worth $1.37M as of Q1 2026.
Lighthouse Financial sold 100 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $33.3K.
iShares Russell 2000 Growth ETF made up 0.83% of Lighthouse Financial's portfolio in Q1 2026, its #25 holding.
Lighthouse Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Lighthouse Financial's iShares Russell 2000 Growth ETF position peaked at $1.72M in Q4 2024.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.