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Estate Planners Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Estate Planners Group’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 		– Sell
-38
Closed -$12.3K – 237
2025
Q4 		$12.3K Buy
+38
New +$12.4K 0.01% 258

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Estate Planners Group's IWO Position: Q1 2026 in Review

Estate Planners Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 38 shares — an estimated $12.3K sold.

Estate Planners Group first reported a position in IWO in Q4 2025 and held it in 1 quarter. The position peaked at $12.3K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Estate Planners Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 38 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $12.3K.
  • Estate Planners Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares Russell 2000 Growth ETF position peaked at $12.3K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.