LPL Financial
IWO icon

LPL Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LPL Financial’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 		$181M Buy
576,867
+4,173
+0.7% +$1.39M 0.05% 369
2025
Q4 		$185M Buy
572,694
+20,029
+4% +$6.51M 0.05% 346
2025
Q3 		$177M Buy
552,665
+27,183
+5% +$8.2M 0.05% 341
2025
Q2 		$150M Buy
525,482
+4,677
+0.9% +$1.23M 0.05% 339
2025
Q1 		$133M Sell
520,805
-14,685
-3% -$4.14M 0.05% 334
2024
Q4 		$154M Buy
535,490
+46,617
+10% +$13.8M 0.06% 273
2024
Q3 		$139M Buy
488,873
+99,373
+26% +$27.2M 0.06% 277
2024
Q2 		$102M Sell
389,500
-45,150
-10% -$11.7M 0.05% 327
2024
Q1 		$118M Buy
434,650
+71,701
+20% +$18.3M 0.06% 271
2023
Q4 		$91.5M Buy
362,949
+7,435
+2% +$1.68M 0.06% 306
2023
Q3 		$79.7M Buy
355,514
+4,741
+1% +$1.13M 0.06% 300
2023
Q2 		$85.1M Buy
350,773
+3,376
+1% +$774K 0.06% 287
2023
Q1 		$78.8M Buy
347,397
+3,342
+1% +$764K 0.06% 290
2022
Q4 		$73.8M Sell
344,055
-1,629
-0.5% -$357K 0.06% 288
2022
Q3 		$71.4M Buy
345,684
+8,389
+2% +$1.89M 0.07% 260
2022
Q2 		$69.6M Buy
337,295
+5,914
+2% +$1.32M 0.07% 270
2022
Q1 		$84.8M Sell
331,381
-8,961
-3% -$2.29M 0.07% 251
2021
Q4 		$99.7M Buy
340,342
+16,734
+5% +$5.04M 0.08% 223
2021
Q3 		$95M Buy
323,608
+25,345
+8% +$7.61M 0.09% 216
2021
Q2 		$93M Sell
298,263
-15,961
-5% -$4.8M 0.09% 202
2021
Q1 		$94.5M Buy
314,224
+15,050
+5% +$4.67M 0.11% 178
2020
Q4 		$85.8M Buy
299,174
+19,162
+7% +$4.88M 0.11% 177
2020
Q3 		$62M Buy
280,012
+6,253
+2% +$1.37M 0.1% 192
2020
Q2 		$56.6M Buy
273,759
+2,890
+1% +$540K 0.1% 190
2020
Q1 		$42.8M Sell
270,869
-16,144
-6% -$3.21M 0.09% 191
2019
Q4 		$61.5M Sell
287,013
-13,155
-4% -$2.67M 0.11% 166
2019
Q3 		$57.9M Sell
300,168
-20,318
-6% -$4.03M 0.12% 161
2019
Q2 		$64.4M Sell
320,486
-4,019
-1% -$795K 0.14% 135
2019
Q1 		$63.8M Buy
324,505
+3,521
+1% +$670K 0.15% 131
2018
Q4 		$53.9M Sell
320,984
-39,567
-11% -$7.38M 0.14% 131
2018
Q3 		$77.5M Buy
360,551
+26,948
+8% +$5.75M 0.19% 103
2018
Q2 		$68.2M Buy
333,603
+28,170
+9% +$5.63M 0.18% 106
2018
Q1 		$58.2M Buy
305,433
+10,631
+4% +$2.04M 0.16% 122
2017
Q4 		$55M Buy
294,802
+11,391
+4% +$2.08M 0.17% 114
2017
Q3 		$50.7M Buy
283,411
+5,638
+2% +$958K 0.18% 104
2017
Q2 		$46.9M Buy
277,773
+260,981
+1,554% +$43M 0.18% 111
2017
Q1 		$2.69M Buy
16,792
+4,422
+36% +$702K 0.02% 686
2016
Q4 		$1.91M Sell
12,370
-12,794
-51% -$1.91M 0.01% 826
2016
Q3 		$3.74M Sell
25,164
-6,827
-21% -$995K 0.04% 488
2016
Q2 		$4.38M Sell
31,991
-489,364
-94% -$66.1M 0.04% 423
2016
Q1 		$68.5M Sell
521,355
-37,765
-7% -$4.71M 0.19% 114
2015
Q4 		$76M Buy
559,120
+258,255
+86% +$36.6M 0.21% 99
2015
Q3 		$41.7M Sell
300,865
-9,299
-3% -$1.38M 0.23% 93
2015
Q2 		$47.6M Buy
310,164
+10,604
+4% +$1.62M 0.24% 83
2015
Q1 		$45.3M Buy
299,560
+50,180
+20% +$7.31M 0.23% 89
2014
Q4 		$35.5M Buy
249,380
+36,504
+17% +$4.94M 0.19% 103
2014
Q3 		$27.1M Sell
212,876
-5,017
-2% -$672K 0.16% 139
2014
Q2 		$30.2M Buy
217,893
+4,414
+2% +$580K 0.18% 124
2014
Q1 		$29M Sell
213,479
-9,800
-4% -$1.34M 0.18% 122
2013
Q4 		$30.3M Buy
223,279
+9,060
+4% +$1.17M 0.19% 110
2013
Q3 		$27.2M Sell
214,219
-6,736
-3% -$812K 0.18% 115
2013
Q2 		$24.6M Buy
+220,955
New +$24.1M 0.18% 109

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial's IWO Position: Q1 2026 in Review

LPL Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.73% in Q1 2026, buying an estimated $1.39M and bringing the position to 576,867 shares worth $181M. The position accounts for 0.05% of the portfolio, ranked #369.

LPL Financial first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $185M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • LPL Financial held 576,867 shares of iShares Russell 2000 Growth ETF worth $181M as of Q1 2026.
  • LPL Financial bought 4,173 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.39M.
  • iShares Russell 2000 Growth ETF made up 0.05% of LPL Financial's portfolio in Q1 2026, its #369 holding.
  • LPL Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Russell 2000 Growth ETF position peaked at $185M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.