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

Fiduciary 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
Q3 		– Sell
-1,300
Closed -$372K – 86
2025
Q2 		$372K Sell
1,300
-1,465
-53% -$386K 0.12% 55
2025
Q1 		$707K Hold
2,765
– – 0.23% 45
2024
Q4 		$796K Buy
+2,765
New +$818K 0.26% 41

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 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiduciary Planning's IWO Position: Q3 2025 in Review

Fiduciary Planning sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 1,300 shares — an estimated $372K sold.

Fiduciary Planning first reported a position in IWO in Q4 2024 and held it in 3 quarters. The position peaked at $796K in Q4 2024. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Fiduciary Planning reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Planning sold 1,300 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $372K.
  • Fiduciary Planning first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Fiduciary Planning's iShares Russell 2000 Growth ETF position peaked at $796K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Fiduciary Planning's 13F filing for Q3 2025, filed 15 Oct 2025.