Center for Financial Planning’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Center for Financial Planning’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	$266K	Hold	675	–	–	0.02%	151
2026 Q1	$212K	Hold	675	–	–	0.02%	168
2025 Q4	$218K	Hold	675	–	–	0.02%	167
2025 Q3	$216K	Hold	675	–	–	0.02%	166
2025 Q2	$193K	Sell	675 -6	-0.9%	-$1.58K	0.02%	170
2025 Q1	$174K	Buy	681 +142	+26%	+$40.1K	0.02%	165
2024 Q4	$155K	Sell	539 -175	-25%	-$51.8K	0.02%	166
2024 Q3	$203K	Hold	714	–	–	0.03%	151
2024 Q2	$187K	Hold	714	–	–	0.03%	150
2024 Q1	$193K	Hold	714	–	–	0.03%	151
2023 Q4	$180K	Hold	714	–	–	0.03%	144
2023 Q3	$160K	Hold	714	–	–	0.03%	145
2023 Q2	$173K	Hold	714	–	–	0.04%	143
2023 Q1	$162K	Sell	714 -210	-23%	-$48K	0.04%	141
2022 Q4	$198K	Hold	924	–	–	0.05%	128
2022 Q3	$191K	Sell	924 -576	-38%	-$130K	0.05%	123
2022 Q2	$309K	Sell	1,500 -228	-13%	-$50.8K	0.08%	99
2022 Q1	$442K	Buy	1,728 +65	+4%	+$16.6K	0.09%	84
2021 Q4	$487K	Hold	1,663	–	–	0.1%	85
2021 Q3	$488K	Hold	1,663	–	–	0.12%	79
2021 Q2	$518K	Hold	1,663	–	–	0.13%	78
2021 Q1	$500K	Hold	1,663	–	–	0.13%	76
2020 Q4	$477K	Sell	1,663 -59	-3%	-$15K	0.14%	73
2020 Q3	$381K	Hold	1,722	–	–	0.12%	77
2020 Q2	$356K	Hold	1,722	–	–	0.12%	74
2020 Q1	$272K	Buy	1,722 +1,466	+573%	+$291K	0.09%	89
2019 Q4	$55K	Buy	+256	New	+$52K	0.01%	176

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

Center for Financial Planning's IWO Position: Q2 2026 in Review

Center for Financial Planning held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 675 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #151.

Center for Financial Planning first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $518K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Center for Financial Planning held 675 shares of iShares Russell 2000 Growth ETF worth $266K as of Q2 2026.
Center for Financial Planning left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #151 holding.
Center for Financial Planning first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's iShares Russell 2000 Growth ETF position peaked at $518K in Q2 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.