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Intrepid Financial Planning Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Intrepid Financial Planning Group’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 		$1.2M Buy
3,799
+185
+5% +$61.5K 0.49% 50
2025
Q4 		$1.17M Sell
3,614
-35
-1% -$11.4K 0.44% 53
2025
Q3 		$1.17M Sell
3,649
-137
-4% -$41.3K 0.45% 53
2025
Q2 		$1.08M Sell
3,786
-63
-2% -$16.6K 0.45% 53
2025
Q1 		$984K Buy
3,849
+41
+1% +$11.6K 0.46% 48
2024
Q4 		$1.1M Sell
3,808
-137
-3% -$40.5K 0.46% 48
2024
Q3 		$1.12M Sell
3,945
-40
-1% -$11K 0.48% 48
2024
Q2 		$1.05M Sell
3,985
-326
-8% -$84.6K 0.45% 46
2024
Q1 		$1.17M Buy
4,311
+1,643
+62% +$420K 0.5% 46
2023
Q4 		$673K Sell
2,668
-25
-0.9% -$5.63K 0.32% 52
2023
Q3 		$604K Buy
2,693
+364
+16% +$87.1K 0.31% 56
2023
Q2 		$565K Buy
2,329
+166
+8% +$38.1K 0.27% 61
2023
Q1 		$491K Hold
2,163
– – 0.25% 60
2022
Q4 		$464K Hold
2,163
– – 0.25% 61
2022
Q3 		$447K Hold
2,163
– – 0.25% 58
2022
Q2 		$446K Buy
+2,163
New +$482K 0.25% 59

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Intrepid Financial Planning Group's IWO Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 5.1% in Q1 2026, buying an estimated $61.5K and bringing the position to 3,799 shares worth $1.2M. The position accounts for 0.49% of the portfolio, ranked #50.

Intrepid Financial Planning Group first reported a position in IWO in Q2 2022 and has held it in 16 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Intrepid Financial Planning Group held 3,799 shares of iShares Russell 2000 Growth ETF worth $1.2M as of Q1 2026.
  • Intrepid Financial Planning Group bought 185 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $61.5K.
  • iShares Russell 2000 Growth ETF made up 0.49% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #50 holding.
  • Intrepid Financial Planning Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.