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
2022
Q2 		– Sell
-12,600
Closed -$3.22M – 4486
2022
Q1 		$3.22M Buy
+12,600
New +$3.22M ﹤0.01% 1708

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 22.96% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LPL Financial's IWO Position: Q2 2026 in Review

LPL Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.7% in Q2 2026, buying an estimated $7.89M and bringing the position to 598,485 shares worth $236M. The position accounts for 0.05% of the portfolio, ranked #348.

LPL Financial first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • LPL Financial held 598,485 shares of iShares Russell 2000 Growth ETF worth $236M as of Q2 2026.
  • LPL Financial bought 21,618 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $7.89M.
  • iShares Russell 2000 Growth ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #348 holding.
  • LPL Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.