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LMG Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LMG Wealth Partners’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 		$14.8M Buy
47,263
+1,119
+2% +$372K 2.7% 6
2025
Q4 		$14.9M Buy
46,144
+953
+2% +$310K 2.78% 6
2025
Q3 		$14.5M Buy
45,191
+519
+1% +$157K 2.69% 6
2025
Q2 		$12.8M Sell
44,672
-139
-0.3% -$36.6K 2.62% 7
2025
Q1 		$11.5M Sell
44,811
-117
-0.3% -$33K 2.55% 9
2024
Q4 		$12.9M Sell
44,928
-2
-0% -$592 2.82% 6
2024
Q3 		$12.8M Sell
44,930
-206
-0.5% -$56.4K 2.92% 6
2024
Q2 		$11.8M Buy
45,136
+135
+0.3% +$35K 2.95% 6
2024
Q1 		$12.2M Sell
45,001
-65
-0.1% -$16.6K 3.07% 5
2023
Q4 		$11.4M Buy
45,066
+39
+0.1% +$8.79K 3.16% 5
2023
Q3 		$10.1M Buy
45,027
+385
+0.9% +$92.1K 3.08% 5
2023
Q2 		$10.8M Buy
44,642
+359
+0.8% +$82.3K 3.31% 5
2023
Q1 		$10M Buy
44,283
+680
+2% +$156K 3.24% 4
2022
Q4 		$10.1M Buy
+43,603
New +$9.55M 3.32% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

LMG Wealth Partners's IWO Position: Q1 2026 in Review

LMG Wealth Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.4% in Q1 2026, buying an estimated $372K and bringing the position to 47,263 shares worth $14.8M. The position accounts for 2.7% of the portfolio, ranked #6.

LMG Wealth Partners first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.9M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • LMG Wealth Partners held 47,263 shares of iShares Russell 2000 Growth ETF worth $14.8M as of Q1 2026.
  • LMG Wealth Partners bought 1,119 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $372K.
  • iShares Russell 2000 Growth ETF made up 2.7% of LMG Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • LMG Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $14.9M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.