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 Q3	$1.56M	Hold	4,360	–	–	0.7%	32
2026 Q2	$1.72M	Hold	4,360	–	–	0.89%	29
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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Lighthouse Financial's IWO Position: Q3 2026 in Review

Lighthouse Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 4,360 shares worth $1.56M. The position accounts for 0.7% of the portfolio, ranked #32.

Lighthouse Financial first reported a position in IWO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q2 2026. 441 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Lighthouse Financial held 4,360 shares of iShares Russell 2000 Growth ETF worth $1.56M as of Q3 2026.
Lighthouse Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.7% of Lighthouse Financial's portfolio in Q3 2026, its #32 holding.
Lighthouse Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Lighthouse Financial's iShares Russell 2000 Growth ETF position peaked at $1.72M in Q2 2026.
441 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.