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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
Q2 		$467K Buy
1,185
+48
+4% +$17.5K 0.07% 219
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
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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Holistic Planning's IWO Position: Q2 2026 in Review

Holistic Planning increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.2% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,185 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #219.

Holistic Planning first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Holistic Planning held 1,185 shares of iShares Russell 2000 Growth ETF worth $467K as of Q2 2026.
  • Holistic Planning bought 48 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #219 holding.
  • Holistic Planning first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.