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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lion Street Advisors's IWO Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 1,306 shares — an estimated $373K sold.

Lion Street Advisors first reported a position in IWO in Q1 2023 and held it in 9 quarters. The position peaked at $417K in Q4 2024. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Lion Street Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 1,306 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $373K.
Lion Street Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and held it in 9 quarters.
Lion Street Advisors's iShares Russell 2000 Growth ETF position peaked at $417K in Q4 2024.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.