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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
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

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

LWM Advisors's IWO Position: Q2 2026 in Review

LWM Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.43% in Q2 2026, selling an estimated $36.5K and leaving 23,160 shares worth $9.12M. The position accounts for 6.8% of the portfolio, ranked #5.

LWM Advisors first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • LWM Advisors held 23,160 shares of iShares Russell 2000 Growth ETF worth $9.12M as of Q2 2026.
  • LWM Advisors sold 100 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Russell 2000 Growth ETF made up 6.8% of LWM Advisors's portfolio in Q2 2026, its #5 holding.
  • LWM Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.