LS Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LS Investment Advisors’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	$581K	Hold	1,475	–	–	0.08%	99
2026 Q1	$463K	Sell	1,475 -8	-0.5%	-$2.66K	0.07%	106
2025 Q4	$479K	Buy	1,483 +8	+0.5%	+$2.6K	0.07%	109
2025 Q3	$472K	Sell	1,475 -1,000	-40%	-$302K	0.07%	112
2025 Q2	$708K	Hold	2,475	–	–	0.1%	94
2025 Q1	$632K	Hold	2,475	–	–	0.1%	97
2024 Q4	$712K	Hold	2,475	–	–	0.1%	95
2024 Q3	$703K	Hold	2,475	–	–	0.1%	94
2024 Q2	$650K	Hold	2,475	–	–	0.1%	96
2024 Q1	$670K	Hold	2,475	–	–	0.11%	96
2023 Q4	$624K	Hold	2,475	–	–	0.11%	93
2023 Q3	$555K	Hold	2,475	–	–	0.1%	91
2023 Q2	$601K	Sell	2,475 -12	-0.5%	-$2.75K	0.11%	90
2023 Q1	$564K	Sell	2,487 -1,138	-31%	-$260K	0.1%	89
2022 Q4	$778K	Hold	3,625	–	–	0.15%	75
2022 Q3	$749K	Hold	3,625	–	–	0.15%	72
2022 Q2	$748K	Sell	3,625 -185	-5%	-$41.3K	0.14%	75
2022 Q1	$974K	Buy	3,810 +495	+15%	+$127K	0.15%	71
2021 Q4	$971K	Buy	3,315 +740	+29%	+$223K	0.15%	71
2021 Q3	$756K	Hold	2,575	–	–	0.1%	89
2021 Q2	$803K	Hold	2,575	–	–	0.1%	89
2021 Q1	$774K	Sell	2,575 -44	-2%	-$13.7K	0.04%	269
2020 Q4	$751K	Buy	2,619 +44	+2%	+$11.2K	0.04%	319
2020 Q3	$570K	Hold	2,575	–	–	0.03%	351
2020 Q2	$533K	Hold	2,575	–	–	0.03%	354
2020 Q1	$407K	Sell	2,575 -500	-16%	-$99.3K	0.03%	380
2019 Q4	$659K	Hold	3,075	–	–	0.04%	401
2019 Q3	$593K	Hold	3,075	–	–	0.03%	399
2019 Q2	$618K	Hold	3,075	–	–	0.04%	399
2019 Q1	$605K	Hold	3,075	–	–	0.04%	394
2018 Q4	$517K	Hold	3,075	–	–	0.04%	396
2018 Q3	$661K	Hold	3,075	–	–	0.04%	401
2018 Q2	$628K	Hold	3,075	–	–	0.04%	415
2018 Q1	$586K	Hold	3,075	–	–	0.03%	438
2017 Q4	$574K	Hold	3,075	–	–	0.03%	443
2017 Q3	$550K	Hold	3,075	–	–	0.03%	465
2017 Q2	$519K	Hold	3,075	–	–	0.03%	476
2017 Q1	$497K	Sell	3,075 -300	-9%	-$47.6K	0.03%	454
2016 Q4	$520K	Hold	3,375	–	–	0.04%	392
2016 Q3	$503K	Hold	3,375	–	–	0.04%	389
2016 Q2	$463K	Hold	3,375	–	–	0.03%	441
2016 Q1	$448K	Buy	3,375 +75	+2%	+$9.36K	0.03%	432
2015 Q4	$460K	Buy	3,300 +100	+3%	+$14.2K	0.04%	409
2015 Q3	$429K	Hold	3,200	–	–	0.03%	429
2015 Q2	$495K	Hold	3,200	–	–	0.04%	375
2015 Q1	$485K	Hold	3,200	–	–	0.04%	373
2014 Q4	$456K	Hold	3,200	–	–	0.04%	373
2014 Q3	$415K	Hold	3,200	–	–	0.04%	353
2014 Q2	$443K	Buy	3,200 +500	+19%	+$65.7K	0.04%	326
2014 Q1	$367K	Hold	2,700	–	–	0.03%	388
2013 Q4	$366K	Hold	2,700	–	–	0.03%	273
2013 Q3	$340K	Hold	2,700	–	–	0.04%	207
2013 Q2	$301K	Buy	+2,700	New	+$295K	0.04%	207

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

LS Investment Advisors's IWO Position: Q2 2026 in Review

LS Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,475 shares worth $581K. The position accounts for 0.08% of the portfolio, ranked #99.

LS Investment Advisors first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $974K in Q1 2022. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

LS Investment Advisors held 1,475 shares of iShares Russell 2000 Growth ETF worth $581K as of Q2 2026.
LS Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.08% of LS Investment Advisors's portfolio in Q2 2026, its #99 holding.
LS Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
LS Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $974K in Q1 2022.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.