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

LWM 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
Q3 		$8.16M Sell
22,868
-292
-1% -$110K 6.16% 5
2026
Q2 		$9.12M Sell
23,160
-100
-0.4% -$36.5K 6.8% 5
2026
Q1 		$7.3M Buy
23,260
+706
+3% +$235K 6.33% 6
2025
Q4 		$7.29M Buy
22,554
+339
+2% +$110K 6.41% 5
2025
Q3 		$7.11M Buy
22,215
+355
+2% +$107K 6.39% 5
2025
Q2 		$6.25M Sell
21,860
-290
-1% -$76.3K 6.01% 5
2025
Q1 		$5.8M Buy
22,150
+79
+0.4% +$22.3K 5.96% 5
2024
Q4 		$6.35M Buy
+22,071
New +$6.53M 6.38% 5

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

LWM Advisors's IWO Position: Q3 2026 in Review

LWM Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q3 2026, selling an estimated $110K and leaving 22,868 shares worth $8.16M. The position accounts for 6.16% of the portfolio, ranked #5.

LWM Advisors first reported a position in IWO in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.12M in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • LWM Advisors held 22,868 shares of iShares Russell 2000 Growth ETF worth $8.16M as of Q3 2026.
  • LWM Advisors sold 292 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $110K.
  • iShares Russell 2000 Growth ETF made up 6.16% of LWM Advisors's portfolio in Q3 2026, its #5 holding.
  • LWM Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • LWM Advisors's iShares Russell 2000 Growth ETF position peaked at $9.12M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.