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

Holistic 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
2026 Q1	$357K	Sell	1,137 -7	-0.6%	-$2.33K	0.07%	217
2025 Q4	$369K	Buy	1,144 +39	+4%	+$12.7K	0.08%	199
2025 Q3	$354K	Sell	1,105 -23	-2%	-$6.94K	0.09%	168
2025 Q2	$323K	Buy	1,128 +171	+18%	+$45K	0.09%	166
2025 Q1	$245K	Hold	957	–	–	0.08%	158
2024 Q4	$275K	Buy	+957	New	+$283K	0.1%	139

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

Holistic Planning's IWO Position: Q1 2026 in Review

Holistic Planning reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.61% in Q1 2026, selling an estimated $2.33K and leaving 1,137 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #217.

Holistic Planning first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $369K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Holistic Planning held 1,137 shares of iShares Russell 2000 Growth ETF worth $357K as of Q1 2026.
Holistic Planning sold 7 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.33K.
iShares Russell 2000 Growth ETF made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #217 holding.
Holistic Planning first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Holistic Planning's iShares Russell 2000 Growth ETF position peaked at $369K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.