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BFC Planning, Inc.’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BFC Planning, Inc.’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 		$2.09M Sell
5,295
-361
-6% -$132K 0.08% 240
2026
Q1 		$1.78M Sell
5,656
-471
-8% -$157K 0.08% 248
2025
Q4 		$1.98M Sell
6,127
-792
-11% -$258K 0.09% 222
2025
Q3 		$2.21M Buy
6,919
+252
+4% +$76K 0.16% 116
2025
Q2 		$1.91M Sell
6,667
-4,707
-41% -$1.24M 0.15% 131
2025
Q1 		$2.91M Sell
11,374
-643
-5% -$181K 0.26% 85
2024
Q4 		$3.46M Buy
+12,017
New +$3.55M 0.29% 71

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
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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 $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BFC Planning, Inc.'s IWO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.4% in Q2 2026, selling an estimated $132K and leaving 5,295 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #240.

BFC Planning, Inc. first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q4 2024. 1,114 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • BFC Planning, Inc. held 5,295 shares of iShares Russell 2000 Growth ETF worth $2.09M as of Q2 2026.
  • BFC Planning, Inc. sold 361 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $132K.
  • iShares Russell 2000 Growth ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #240 holding.
  • BFC Planning, Inc. first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares Russell 2000 Growth ETF position peaked at $3.46M in Q4 2024.
  • 1,114 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.