Game Plan Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Game Plan Financial Advisors’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	$3.94K	Hold	10	–	–	﹤0.01%	274
2026 Q1	$3.14K	Hold	10	–	–	﹤0.01%	244
2025 Q4	$3.23K	Hold	10	–	–	﹤0.01%	251
2025 Q3	$3.2K	Hold	10	–	–	﹤0.01%	262
2025 Q2	$2.86K	Hold	10	–	–	﹤0.01%	263
2025 Q1	$2.56K	Sell	10 -15	-60%	-$4.23K	﹤0.01%	271
2024 Q4	$4.11K	Buy	25 +15	+150%	+$4.44K	﹤0.01%	276
2024 Q3	$2.84K	Hold	10	–	–	﹤0.01%	297
2024 Q2	$2.63K	Hold	10	–	–	﹤0.01%	294
2024 Q1	$2.71K	Buy	+10	New	+$2.56K	﹤0.01%	332

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

Game Plan Financial Advisors's IWO Position: Q2 2026 in Review

Game Plan Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 10 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Game Plan Financial Advisors first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.11K in Q4 2024. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Game Plan Financial Advisors held 10 shares of iShares Russell 2000 Growth ETF worth $3.94K as of Q2 2026.
Game Plan Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #274 holding.
Game Plan Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Game Plan Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $4.11K in Q4 2024.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.