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

Lisanti Capital Growth’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 Q4	–	Sell	-655	Closed	-$210K	–	127
2025 Q3	$210K	Buy	+655	New	+$198K	0.05%	105
2023 Q2	–	Sell	-1,170	Closed	-$265K	–	156
2023 Q1	$265K	Buy	1,170 +215	+23%	+$49.2K	0.04%	108
2022 Q4	$205K	Sell	955 -390	-29%	-$85.4K	0.03%	122
2022 Q3	$278K	Sell	1,345 -115	-8%	-$25.9K	0.04%	110
2022 Q2	$301K	Buy	+1,460	New	+$326K	0.04%	100
2021 Q2	–	Sell	-1,045	Closed	-$314K	–	142
2021 Q1	$314K	Buy	1,045 +325	+45%	+$101K	0.04%	121
2020 Q4	$206K	Buy	+720	New	+$184K	0.03%	127
2020 Q3	–	Sell	-1,125	Closed	-$233K	–	127
2020 Q2	$233K	Buy	+1,125	New	+$210K	0.05%	117
2019 Q3	–	Sell	-1,915	Closed	-$385K	–	111
2019 Q2	$385K	Sell	1,915 -450	-19%	-$89K	0.13%	98
2019 Q1	$465K	Buy	+2,365	New	+$450K	0.16%	110

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

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lisanti Capital Growth's IWO Position: Q4 2025 in Review

Lisanti Capital Growth sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 655 shares — an estimated $210K sold.

Lisanti Capital Growth first reported a position in IWO in Q1 2019 and held it in 10 quarters. The position peaked at $465K in Q1 2019. 1,064 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Lisanti Capital Growth reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Lisanti Capital Growth sold 655 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $210K.
Lisanti Capital Growth first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 10 quarters.
Lisanti Capital Growth's iShares Russell 2000 Growth ETF position peaked at $465K in Q1 2019.
1,064 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Lisanti Capital Growth's 13F filing for Q4 2025, filed 9 Feb 2026.