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LMCG Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LMCG Investments’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
Q1 		– Sell
-676
Closed -$218K – 225
2025
Q4 		$218K Sell
676
-9
-1% -$2.93K 0.01% 215
2025
Q3 		$219K Buy
+685
New +$207K 0.01% 217
2025
Q1 		– Sell
-814
Closed -$234K – 235
2024
Q4 		$234K Sell
814
-4
-0.5% -$1.18K 0.01% 220
2024
Q3 		$232K Hold
818
– – 0.01% 214
2024
Q2 		$215K Sell
818
-4
-0.5% -$1.04K 0.01% 278
2024
Q1 		$223K Hold
822
– – 0.01% 285
2023
Q4 		$207K Buy
+822
New +$185K 0.01% 294
2023
Q3 		– Sell
-827
Closed -$201K – 296
2023
Q2 		$201K Buy
+827
New +$190K 0.01% 290
2022
Q2 		– Sell
-835
Closed -$214K – 320
2022
Q1 		$214K Buy
+835
New +$214K 0.01% 319
2015
Q3 		$14.7M Buy
109,356
+106,644
+3,932% +$15.8M 0.31% 102
2015
Q2 		$419K Sell
2,712
-31,583
-92% -$4.84M 0.01% 480
2015
Q1 		$5.2M Buy
34,295
+23,264
+211% +$3.39M 0.11% 301
2014
Q4 		$1.57M Sell
11,031
-355
-3% -$48K 0.03% 362
2014
Q3 		$1.48M Buy
11,386
+9,329
+454% +$1.25M 0.03% 367
2014
Q2 		$285K Sell
2,057
-183
-8% -$24.1K 0.01% 440
2014
Q1 		$305K Sell
2,240
-70
-3% -$9.57K 0.01% 436
2013
Q4 		$313K Sell
2,310
-184
-7% -$23.8K 0.01% 436
2013
Q3 		$314K Sell
2,494
-426
-15% -$51.3K 0.01% 420
2013
Q2 		$326K Buy
+2,920
New +$319K 0.01% 423

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LMCG Investments's IWO Position: Q1 2026 in Review

LMCG Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 676 shares — an estimated $218K sold.

LMCG Investments first reported a position in IWO in Q2 2013 and held it in 19 quarters. The position peaked at $14.7M in Q3 2015. 1,027 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • LMCG Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • LMCG Investments sold 676 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $218K.
  • LMCG Investments first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 19 quarters.
  • LMCG Investments's iShares Russell 2000 Growth ETF position peaked at $14.7M in Q3 2015.
  • 1,027 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.