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 $1.37T 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.