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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Luts & Greenleigh Group's IWO Position: Q1 2026 in Review

Luts & Greenleigh Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.6% in Q1 2026, buying an estimated $13.6K and bringing the position to 6,923 shares worth $2.17M. The position accounts for 1.72% of the portfolio, ranked #8.

Luts & Greenleigh Group first reported a position in IWO in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.22M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Luts & Greenleigh Group held 6,923 shares of iShares Russell 2000 Growth ETF worth $2.17M as of Q1 2026.
Luts & Greenleigh Group bought 41 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $13.6K.
iShares Russell 2000 Growth ETF made up 1.72% of Luts & Greenleigh Group's portfolio in Q1 2026, its #8 holding.
Luts & Greenleigh Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's iShares Russell 2000 Growth ETF position peaked at $2.22M in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.