LI
IWO icon

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

LRI 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
Q2 		$13.4K Hold
34
– – ﹤0.01% 876
2026
Q1 		$10.7K Hold
34
– – ﹤0.01% 871
2025
Q4 		$11K Hold
34
– – ﹤0.01% 848
2025
Q3 		$10.9K Hold
34
– – ﹤0.01% 857
2025
Q2 		$9.72K Hold
34
– – ﹤0.01% 850
2025
Q1 		$8.69K Hold
34
– – ﹤0.01% 821
2024
Q4 		$9.79K Hold
34
– – ﹤0.01% 795
2024
Q3 		$10.2K Sell
34
-16
-32% -$4.38K ﹤0.01% 786
2024
Q2 		$13.1K Hold
50
– – ﹤0.01% 695
2024
Q1 		$13.5K Buy
+50
New +$12.8K ﹤0.01% 445

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

LRI Investments's IWO Position: Q2 2026 in Review

LRI Investments held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 34 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

LRI Investments first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5K in Q1 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • LRI Investments held 34 shares of iShares Russell 2000 Growth ETF worth $13.4K as of Q2 2026.
  • LRI Investments left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #876 holding.
  • LRI Investments first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's iShares Russell 2000 Growth ETF position peaked at $13.5K in Q1 2024.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.