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New England Professional Planning Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New England Professional 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
Q2 		$293K Hold
743
– – 0.11% 38
2026
Q1 		$233K Hold
743
– – 0.1% 40
2025
Q4 		$240K Buy
+743
New +$242K 0.1% 45

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New England Professional Planning Group's IWO Position: Q2 2026 in Review

New England Professional Planning Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 743 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #38.

New England Professional Planning Group first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • New England Professional Planning Group held 743 shares of iShares Russell 2000 Growth ETF worth $293K as of Q2 2026.
  • New England Professional Planning Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.11% of New England Professional Planning Group's portfolio in Q2 2026, its #38 holding.
  • New England Professional Planning Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.