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

Falcon Wealth 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 		$404K Sell
1,025
-7
-0.7% -$2.55K 0.03% 161
2026
Q1 		$324K Sell
1,032
-118
-10% -$39.3K 0.02% 169
2025
Q4 		$371K Sell
1,150
-25
-2% -$8.13K 0.03% 148
2025
Q3 		$376K Hold
1,175
– – 0.03% 135
2025
Q2 		$336K Sell
1,175
-75
-6% -$19.7K 0.03% 130
2025
Q1 		$319K Buy
1,250
+205
+20% +$57.9K 0.04% 131
2024
Q4 		$301K Buy
1,045
+112
+12% +$33.1K 0.03% 133
2024
Q3 		$265K Sell
933
-80
-8% -$21.9K 0.03% 131
2024
Q2 		$266K Hold
1,013
– – 0.03% 117
2024
Q1 		$274K Sell
1,013
-66
-6% -$16.9K 0.04% 116
2023
Q4 		$272K Buy
1,079
+31
+3% +$6.99K 0.05% 105
2023
Q3 		$235K Buy
1,048
+19
+2% +$4.55K 0.05% 99
2023
Q2 		$250K Hold
1,029
– – 0.06% 90
2023
Q1 		$233K Buy
1,029
+9
+0.9% +$2.06K 0.06% 89
2022
Q4 		$219K Sell
1,020
-825
-45% -$181K 0.06% 87
2022
Q3 		$381K Buy
+1,845
New +$415K 0.13% 57

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Falcon Wealth Planning's IWO Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.68% in Q2 2026, selling an estimated $2.55K and leaving 1,025 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #161.

Falcon Wealth Planning first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Falcon Wealth Planning held 1,025 shares of iShares Russell 2000 Growth ETF worth $404K as of Q2 2026.
  • Falcon Wealth Planning sold 7 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.55K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #161 holding.
  • Falcon Wealth Planning first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.