Back to LPL Financial LLC LPL Financial LLC

IWOIWO
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES RUSSELL 2000 GROWTH

LPL Financial LLC holds 598,485 shares of IWO (ISHARES RUSSELL 2000 GROWTH), worth $235.8M as of 2026-Q2. The position was increased (+3.8% shares). IWO represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$235.8M

Current Shares

598,485

Total Value Change

+$181.9M

Total Shares Change

+277,501

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
598,485
+3.8%
$235.8M0.1%$393.96
32
2026-Q1
Increased
576,867
+0.7%
$181M0.0%$331.48
31
2025-Q4
Increased
572,694
+3.6%
$185M0.1%$325.75
32
2025-Q3
Increased
552,665
+5.2%
$176.9M0.1%$319.16
32
2025-Q2
Increased
525,482
+0.9%
$150.2M0.1%$284.05
30
2025-Q1
Decreased
520,805
-2.7%
$133.1M0.1%$256.43
0
2024-Q4
Increased
535,490
+9.5%
$154.1M0.1%$286.61
33
2024-Q3
Increased
488,873
+25.5%
$138.8M0.1%$280.76
37
2024-Q2
Decreased
389,500
-10.4%
$102.3M0.1%$259.57
0
2024-Q1
Increased
434,650
+19.8%
$117.7M0.1%$267.37
36
2023-Q4
Increased
362,949
+2.1%
$91.5M0.1%$248.70
30
2023-Q3
Increased
355,514
+1.4%
$79.7M0.1%$220.51
30
2023-Q2
Increased
350,773
+1.0%
$85.1M0.1%$236.47
30
2023-Q1
Increased
347,397
+1.0%
$78.8M0.1%$218.17
30
2022-Q4
Decreased
344,055
-0.5%
$73.8M0.1%$209.85
0
2022-Q3
Increased
345,684
+2.5%
$71.4M0.1%$203.06
30
2022-Q2
Increased
337,295
+1.8%
$69.6M0.1%$202.67
30
2022-Q1
Decreased
331,381
-2.6%
$84.8M0.1%$251.54
0
2021-Q4
Increased
340,342
+5.2%
$99.7M0.1%$285.85
32
2021-Q3
Increased
323,608
+8.5%
$95M0.1%$287.20
32
2021-Q2
Decreased
298,263
-5.1%
$93M0.1%$302.48
0
2021-Q1
Increased
314,224
+5.0%
$94.5M0.1%$284.62
38
2020-Q4
Increased
299,174
+6.8%
$85.8M0.1%$278.88
38
2020-Q3
Increased
280,012
+2.3%
$62M0.1%$213.76
30
2020-Q2
Increased
273,759
+1.1%
$56.6M0.1%$196.68
30
2020-Q1
Decreased
270,869
-5.6%
$42.8M0.1%$153.57
0
2019-Q4
Decreased
287,013
-4.4%
$61.5M0.1%$205.71
0
2019-Q3
Decreased
300,168
-6.3%
$57.9M0.1%$184.28
0
2019-Q2
Decreased
320,486
-1.2%
$64.4M0.1%$192.39
0
2019-Q1
Increased
324,505
+1.1%
$63.8M0.1%$188.05
36
2018-Q4
New
320,984
-
$53.9M0.1%$158.66
49

Other major holders of IWO: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used