LC
IWO icon

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

Lindbrook Capital’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
2025
Q1 		$815K Sell
3,189
-1,035
-25% -$292K 0.08% 155
2024
Q4 		$1.22M Hold
4,224
– – 0.11% 109
2024
Q3 		$1.2M Buy
4,224
+190
+5% +$52K 0.11% 126
2024
Q2 		$1.06M Sell
4,034
-525
-12% -$136K 0.1% 126
2024
Q1 		$1.23M Sell
4,559
-20
-0.4% -$5.11K 0.12% 110
2023
Q4 		$1.15M Buy
4,579
+10
+0.2% +$2.25K 0.12% 104
2023
Q3 		$1.02M Sell
4,569
-980
-18% -$235K 0.11% 105
2023
Q2 		$1.35M Sell
5,549
-398
-7% -$91.3K 0.14% 94
2023
Q1 		$1.35M Sell
5,947
-1,163
-16% -$266K 0.16% 87
2022
Q4 		$1.53M Buy
7,110
+1,233
+21% +$270K 0.19% 87
2022
Q3 		$1.21M Sell
5,877
-315
-5% -$70.9K 0.2% 66
2022
Q2 		$1.28M Sell
6,192
-1,625
-21% -$362K 0.21% 63
2022
Q1 		$2M Sell
7,817
-21
-0.3% -$5.38K 0.31% 39
2021
Q4 		$2.3M Buy
+7,838
New +$2.36M 0.35% 38
2020
Q2 		– Sell
-8
Closed -$1K – 1797
2020
Q1 		$1K Hold
8
– – ﹤0.01% 1480
2019
Q4 		$2K Hold
8
– – ﹤0.01% 1294
2019
Q3 		$2K Hold
8
– – ﹤0.01% 1268
2019
Q2 		$1K Hold
8
– – ﹤0.01% 1335
2019
Q1 		$1K Hold
8
– – ﹤0.01% 1315
2018
Q4 		$1K Buy
+8
New +$1.49K ﹤0.01% 1270

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 $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's IWO Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Russell 2000 Growth ETF (IWO) stake by 25% in Q1 2025, selling an estimated $292K and leaving 3,189 shares worth $815K. The position accounts for 0.08% of the portfolio, ranked #155.

Lindbrook Capital first reported a position in IWO in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.3M in Q4 2021. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Lindbrook Capital held 3,189 shares of iShares Russell 2000 Growth ETF worth $815K as of Q1 2025.
  • Lindbrook Capital sold 1,035 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $292K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Lindbrook Capital's portfolio in Q1 2025, its #155 holding.
  • Lindbrook Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 20 quarters since.
  • Lindbrook Capital's iShares Russell 2000 Growth ETF position peaked at $2.3M in Q4 2021.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.