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

Essential 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
2025
Q1 		– Sell
-3,580
Closed -$1.06M – 194
2024
Q4 		$1.06M Buy
+3,580
New +$1.06M 0.01% 226

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essential Planning's IWO Position: Q1 2025 in Review

Essential Planning sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 3,580 shares — an estimated $1.06M sold.

Essential Planning first reported a position in IWO in Q4 2024 and held it in 1 quarter. The position peaked at $1.06M in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Essential Planning reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 3,580 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $1.06M.
  • Essential Planning first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Russell 2000 Growth ETF position peaked at $1.06M in Q4 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.