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Lion Street Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lion Street Advisors’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
Q3 		– Sell
-1,306
Closed -$373K – 297
2025
Q2 		$373K Sell
1,306
-28
-2% -$7.37K 0.11% 188
2025
Q1 		$341K Sell
1,334
-114
-8% -$32.2K 0.11% 188
2024
Q4 		$417K Buy
1,448
+18
+1% +$5.33K 0.13% 154
2024
Q3 		$406K Hold
1,430
– – 0.14% 159
2024
Q2 		$375K Buy
1,430
+23
+2% +$5.97K 0.14% 160
2024
Q1 		$355K Hold
1,407
– – 0.14% 154
2023
Q4 		$355K Hold
1,407
– – 0.15% 154
2023
Q3 		$315K Buy
+1,407
New +$337K 0.1% 171
2023
Q2 		– Sell
-1,183
Closed -$268K – 268
2023
Q1 		$268K Buy
+1,183
New +$271K 0.08% 197

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 $6.19B AUM 16.5% 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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return