Phillips Financial Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Phillips Financial Management’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	$169K	Hold	430	–	–	0.01%	214
2026 Q1	$135K	Hold	430	–	–	0.01%	209
2025 Q4	$139K	Hold	430	–	–	0.01%	220
2025 Q3	$138K	Hold	430	–	–	0.01%	227
2025 Q2	$123K	Buy	+430	New	+$113K	0.01%	200
2022 Q4	–	Sell	-3	Closed	-$1K	–	230
2022 Q3	$1K	Buy	+3	New	+$675	﹤0.01%	223

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Phillips Financial Management's IWO Position: Q2 2026 in Review

Phillips Financial Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 430 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #214.

Phillips Financial Management first reported a position in IWO in Q3 2022 and has held it in 6 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Phillips Financial Management held 430 shares of iShares Russell 2000 Growth ETF worth $169K as of Q2 2026.
Phillips Financial Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #214 holding.
Phillips Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 6 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.