Financial Life Planners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Life Planners’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	$227K	Buy	576 +1	+0.2%	+$365	0.15%	57
2026 Q1	$180K	Buy	+575	New	+$191K	0.14%	58
2025 Q4	–	Sell	-603	Closed	-$193K	–	189
2025 Q3	$193K	Buy	+603	New	+$182K	0.13%	59
2025 Q2	–	Sell	-602	Closed	-$154K	–	71
2025 Q1	$154K	Hold	602	–	–	0.15%	60
2024 Q4	$173K	Buy	+602	New	+$178K	0.15%	55

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

Financial Life Planners's IWO Position: Q2 2026 in Review

Financial Life Planners increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.17% in Q2 2026, buying an estimated $365 and bringing the position to 576 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #57.

Financial Life Planners first reported a position in IWO in Q4 2024 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Financial Life Planners held 576 shares of iShares Russell 2000 Growth ETF worth $227K as of Q2 2026.
Financial Life Planners bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.15% of Financial Life Planners's portfolio in Q2 2026, its #57 holding.
Financial Life Planners first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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