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Luts & Greenleigh Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Luts & Greenleigh Group’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 		$2.7M Sell
6,851
-72
-1% -$26.3K 2.04% 7
2026
Q1 		$2.17M Buy
6,923
+41
+0.6% +$13.6K 1.72% 8
2025
Q4 		$2.22M Buy
6,882
+43
+0.6% +$14K 1.89% 10
2025
Q3 		$2.19M Sell
6,839
-249
-4% -$75.1K 1.96% 8
2025
Q2 		$2.03M Buy
7,088
+1,066
+18% +$281K 1.94% 8
2025
Q1 		$1.54M Sell
6,022
-24
-0.4% -$6.77K 1.53% 13
2024
Q4 		$1.74M Buy
6,046
+62
+1% +$18.3K 1.72% 10
2024
Q3 		$1.7M Buy
5,984
+68
+1% +$18.6K 1.63% 10
2024
Q2 		$1.55M Buy
+5,916
New +$1.54M 1.62% 11
2023
Q4 		$1.71M Buy
6,797
+300
+5% +$67.6K 2.16% 6
2023
Q3 		$1.46M Buy
6,497
+1,830
+39% +$438K 1.81% 7
2023
Q2 		$1.13M Buy
4,667
+277
+6% +$63.5K 1.4% 15
2023
Q1 		$996K Sell
4,390
-1,196
-21% -$274K 1.26% 15
2022
Q4 		$1.2M Buy
+5,586
New +$1.22M 1.52% 14

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

Luts & Greenleigh Group's IWO Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1% in Q2 2026, selling an estimated $26.3K and leaving 6,851 shares worth $2.7M. The position accounts for 2.04% of the portfolio, ranked #7.

Luts & Greenleigh Group first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Luts & Greenleigh Group held 6,851 shares of iShares Russell 2000 Growth ETF worth $2.7M as of Q2 2026.
  • Luts & Greenleigh Group sold 72 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $26.3K.
  • iShares Russell 2000 Growth ETF made up 2.04% of Luts & Greenleigh Group's portfolio in Q2 2026, its #7 holding.
  • Luts & Greenleigh Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.