Moody Lynn & Lieberson’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Moody Lynn & Lieberson’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	$4.06M	Hold	10,299	–	–	0.21%	60
2026 Q1	$3.23M	Hold	10,299	–	–	0.18%	65
2025 Q4	$3.33M	Hold	10,299	–	–	0.18%	69
2025 Q3	$3.3M	Hold	10,299	–	–	0.18%	72
2025 Q2	$2.94M	Sell	10,299 -500	-5%	-$132K	0.17%	80
2025 Q1	$2.76M	Hold	10,799	–	–	0.18%	77
2024 Q4	$3.11M	Hold	10,799	–	–	0.19%	70
2024 Q3	$3.07M	Hold	10,799	–	–	0.19%	72
2024 Q2	$2.84M	Hold	10,799	–	–	0.19%	71
2024 Q1	$2.92M	Hold	10,799	–	–	0.2%	81
2023 Q4	$2.72M	Hold	10,799	–	–	0.21%	78
2023 Q3	$2.42M	Hold	10,799	–	–	0.21%	75
2023 Q2	$2.62M	Hold	10,799	–	–	0.21%	74
2023 Q1	$2.45M	Sell	10,799 -500	-4%	-$114K	0.22%	73
2022 Q4	$2.42M	Sell	11,299 -740	-6%	-$162K	0.22%	79
2022 Q3	$2.49M	Hold	12,039	–	–	0.24%	76
2022 Q2	$2.48M	Hold	12,039	–	–	0.22%	77
2022 Q1	$3.08M	Hold	12,039	–	–	0.23%	76
2021 Q4	$3.53M	Hold	12,039	–	–	0.24%	75
2021 Q3	$3.54M	Hold	12,039	–	–	0.27%	75
2021 Q2	$3.75M	Hold	12,039	–	–	0.28%	74
2021 Q1	$3.62M	Hold	12,039	–	–	0.3%	70
2020 Q4	$3.45M	Hold	12,039	–	–	0.3%	74
2020 Q3	$2.67M	Hold	12,039	–	–	0.26%	75
2020 Q2	$2.49M	Hold	12,039	–	–	0.27%	71
2020 Q1	$1.9K	Hold	12,039	–	–	0.26%	65
2019 Q4	$2.58M	Hold	12,039	–	–	0.25%	86
2019 Q3	$2.32M	Hold	12,039	–	–	0.26%	73
2019 Q2	$2.42M	Hold	12,039	–	–	0.27%	74
2019 Q1	$2.37M	Hold	12,039	–	–	0.27%	69
2018 Q4	$2.02M	Hold	12,039	–	–	0.27%	72
2018 Q3	$2.59M	Hold	12,039	–	–	0.27%	70
2018 Q2	$2.46M	Sell	12,039 -1,170	-9%	-$234K	0.29%	68
2018 Q1	$2.52M	Sell	13,209 -65	-0.5%	-$12.5K	0.3%	64
2017 Q4	$2.59M	Hold	13,274	–	–	0.28%	67
2017 Q3	$2.38M	Hold	13,274	–	–	0.29%	70
2017 Q2	$2.24M	Buy	13,274 +9,709	+272%	+$1.6M	0.29%	67
2017 Q1	$576K	Hold	3,565	–	–	0.08%	111
2016 Q4	$549K	Hold	3,565	–	–	0.08%	110
2016 Q3	$531K	Hold	3,565	–	–	0.09%	108
2016 Q2	$489K	Sell	3,565 -500	-12%	-$67.5K	0.09%	102
2016 Q1	$539K	Sell	4,065 -20	-0.5%	-$2.5K	0.08%	100
2015 Q4	$569K	Hold	4,085	–	–	0.09%	109
2015 Q3	$547K	Hold	4,085	–	–	0.1%	97
2015 Q2	$631K	Hold	4,085	–	–	0.1%	111
2015 Q1	$619K	Hold	4,085	–	–	0.1%	106
2014 Q4	$582K	Sell	4,085 -1,000	-20%	-$135K	0.08%	123
2014 Q3	$659K	Sell	5,085 -275	-5%	-$36.9K	0.1%	114
2014 Q2	$742K	Sell	5,360 -3,750	-41%	-$493K	0.1%	111
2014 Q1	$1.24M	Buy	9,110 +1,000	+12%	+$137K	0.18%	105
2013 Q4	$1.1M	Sell	8,110 -975	-11%	-$126K	0.15%	111
2013 Q3	$1.14M	Buy	9,085 +285	+3%	+$34.3K	0.18%	108
2013 Q2	$981K	Buy	+8,800	New	+$961K	0.17%	102

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

Moody Lynn & Lieberson's IWO Position: Q2 2026 in Review

Moody Lynn & Lieberson held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 10,299 shares worth $4.06M. The position accounts for 0.21% of the portfolio, ranked #60.

Moody Lynn & Lieberson first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Moody Lynn & Lieberson held 10,299 shares of iShares Russell 2000 Growth ETF worth $4.06M as of Q2 2026.
Moody Lynn & Lieberson left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.21% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #60 holding.
Moody Lynn & Lieberson first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.