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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
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
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

Phillips Financial Management's IWO Position: Q1 2026 in Review

Phillips Financial Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 430 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #209.

Phillips Financial Management first reported a position in IWO in Q3 2022 and has held it in 5 quarters since. The position peaked at $139K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Phillips Financial Management held 430 shares of iShares Russell 2000 Growth ETF worth $135K as of Q1 2026.
  • Phillips Financial Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #209 holding.
  • Phillips Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 5 quarters since.
  • Phillips Financial Management's iShares Russell 2000 Growth ETF position peaked at $139K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.