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Avantax Planning Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Avantax Planning Partners’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 		$17.2M Buy
54,775
+712
+1% +$237K 0.47% 32
2025
Q4 		$17.5M Buy
54,063
+141
+0.3% +$45.9K 0.49% 30
2025
Q3 		$17.3M Sell
53,922
-1,369
-2% -$413K 0.49% 31
2025
Q2 		$15.8M Buy
55,291
+22,404
+68% +$5.9M 0.5% 35
2025
Q1 		$8.4M Buy
32,887
+15,766
+92% +$4.45M 0.3% 60
2024
Q4 		$4.93M Buy
17,121
+1,862
+12% +$551K 0.18% 83
2024
Q3 		$4.33M Sell
15,259
-6,713
-31% -$1.84M 0.16% 85
2024
Q2 		$5.77M Sell
21,972
-4,715
-18% -$1.22M 0.19% 82
2024
Q1 		$7.23M Sell
26,687
-103,025
-79% -$26.3M 0.23% 71
2023
Q4 		$32.7M Sell
129,712
-1,668
-1% -$376K 1.25% 14
2023
Q3 		$29.4M Buy
131,380
+1,664
+1% +$398K 1.23% 15
2023
Q2 		$31.5M Buy
129,716
+2,764
+2% +$634K 1.25% 14
2023
Q1 		$28.8M Buy
126,952
+2,033
+2% +$465K 1.17% 14
2022
Q4 		$26.8M Buy
124,919
+19,045
+18% +$4.17M 1.06% 16
2022
Q3 		$21.9M Buy
105,874
+12,537
+13% +$2.82M 0.99% 19
2022
Q2 		$19.3M Buy
93,337
+21,900
+31% +$4.88M 0.82% 19
2022
Q1 		$18.3M Sell
71,437
-615
-0.9% -$157K 0.73% 16
2021
Q4 		$21.1M Buy
72,052
+24,026
+50% +$7.24M 0.87% 10
2021
Q3 		$14.1M Sell
48,026
-2,010
-4% -$604K 0.65% 13
2021
Q2 		$15.6M Buy
50,036
+7,706
+18% +$2.32M 0.73% 13
2021
Q1 		$12.7M Buy
42,330
+3,964
+10% +$1.23M 0.66% 11
2020
Q4 		$11M Buy
38,366
+964
+3% +$246K 0.57% 12
2020
Q3 		$8.29M Buy
37,402
+18,453
+97% +$4.04M 0.44% 15
2020
Q2 		$3.92M Buy
18,949
+4,979
+36% +$931K 0.22% 41
2020
Q1 		$2.21M Sell
13,970
-725
-5% -$144K 0.15% 51
2019
Q4 		$3.15M Sell
14,695
-139
-0.9% -$28.2K 0.19% 46
2019
Q3 		$2.86M Sell
14,834
-257
-2% -$51K 0.18% 49
2019
Q2 		$3.03M Sell
15,091
-144
-0.9% -$28.5K 0.2% 44
2019
Q1 		$3M Sell
15,235
-383
-2% -$72.9K 0.21% 47
2018
Q4 		$2.62M Buy
15,618
+1,995
+15% +$372K 0.2% 51
2018
Q3 		$2.93M Sell
13,623
-74
-0.5% -$15.8K 0.23% 35
2018
Q2 		$2.8M Sell
13,697
-82
-0.6% -$16.4K 0.25% 30
2018
Q1 		$2.63M Sell
13,779
-963
-7% -$185K 0.23% 37
2017
Q4 		$2.75M Sell
14,742
-4,281
-23% -$781K 0.25% 37
2017
Q3 		$3.4M Sell
19,023
-1,948
-9% -$331K 0.27% 33
2017
Q2 		$3.54M Sell
20,971
-167
-0.8% -$27.5K 0.3% 32
2017
Q1 		$3.42M Sell
21,138
-743
-3% -$118K 0.31% 30
2016
Q4 		$3.37M Buy
+21,881
New +$3.27M 0.36% 24

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Avantax Planning Partners's IWO Position: Q1 2026 in Review

Avantax Planning Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q1 2026, buying an estimated $237K and bringing the position to 54,775 shares worth $17.2M. The position accounts for 0.47% of the portfolio, ranked #32.

Avantax Planning Partners first reported a position in IWO in Q4 2016 and has held it in 38 quarters since. The position peaked at $32.7M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Avantax Planning Partners held 54,775 shares of iShares Russell 2000 Growth ETF worth $17.2M as of Q1 2026.
  • Avantax Planning Partners bought 712 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $237K.
  • iShares Russell 2000 Growth ETF made up 0.47% of Avantax Planning Partners's portfolio in Q1 2026, its #32 holding.
  • Avantax Planning Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's iShares Russell 2000 Growth ETF position peaked at $32.7M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.