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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Game Plan Financial Advisors's IWO Position: Q1 2026 in Review

Game Plan Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 10 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Game Plan Financial Advisors first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.11K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Game Plan Financial Advisors held 10 shares of iShares Russell 2000 Growth ETF worth $3.14K as of Q1 2026.
Game Plan Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #244 holding.
Game Plan Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Game Plan Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $4.11K in Q4 2024.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.