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Plante Moran Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Plante Moran Financial Advisors’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 		$235K Hold
597
– – 0.01% 154
2026
Q1 		$187K Sell
597
-12
-2% -$3.99K 0.01% 171
2025
Q4 		$197K Buy
609
+28
+5% +$9.11K 0.01% 171
2025
Q3 		$186K Sell
581
-11
-2% -$3.32K 0.01% 173
2025
Q2 		$169K Buy
592
+11
+2% +$2.9K 0.01% 177
2025
Q1 		$148K Hold
581
– – 0.01% 199
2024
Q4 		$167K Buy
581
+505
+664% +$149K 0.01% 192
2024
Q3 		$21.6K Hold
76
– – ﹤0.01% 517
2024
Q2 		$20K Hold
76
– – ﹤0.01% 481
2024
Q1 		$20.6K Hold
76
– – ﹤0.01% 501
2023
Q4 		$19.2K Sell
76
-100
-57% -$22.5K ﹤0.01% 460
2023
Q3 		$39.5K Sell
176
-80
-31% -$19.1K ﹤0.01% 321
2023
Q2 		$62.1K Sell
256
-76
-23% -$17.4K 0.01% 274
2023
Q1 		$75.3K Hold
332
– – 0.01% 249
2022
Q4 		$71.2K Buy
332
+76
+30% +$16.7K 0.01% 274
2022
Q3 		$53K Hold
256
– – 0.01% 295
2022
Q2 		$53K Sell
256
-3
-1% -$669 0.01% 308
2022
Q1 		$66K Buy
259
+3
+1% +$768 0.01% 286
2021
Q4 		$75K Buy
256
+80
+45% +$24.1K 0.01% 290
2021
Q3 		$52K Sell
176
-50
-22% -$15K 0.01% 376
2021
Q2 		$70K Buy
226
+40
+22% +$12K 0.02% 305
2021
Q1 		$56K Sell
186
-20
-10% -$6.21K 0.02% 338
2020
Q4 		$59K Buy
206
+120
+140% +$30.6K 0.02% 325
2020
Q3 		$19K Buy
86
+18
+26% +$3.94K 0.01% 510
2020
Q2 		$14K Buy
+68
New +$12.7K 0.01% 486
2020
Q1 		– Sell
-194
Closed -$38.5K – 787
2019
Q4 		$42K Sell
194
-1,820
-90% -$369K 0.01% 348
2019
Q3 		$388K Buy
2,014
+2
+0.1% +$397 0.11% 103
2019
Q2 		$404K Hold
2,012
– – 0.12% 100
2019
Q1 		$396K Hold
2,012
– – 0.12% 96
2018
Q4 		$338K Hold
2,012
– – 0.12% 98
2018
Q3 		$433K Hold
2,012
– – 0.14% 85
2018
Q2 		$411K Sell
2,012
-33
-2% -$6.6K 0.21% 86
2018
Q1 		$390K Buy
2,045
+33
+2% +$6.34K 0.21% 87
2017
Q4 		$376K Hold
2,012
– – 0.21% 85
2017
Q3 		$360K Sell
2,012
-25
-1% -$4.25K 0.21% 84
2017
Q2 		$344K Buy
2,037
+25
+1% +$4.12K 0.22% 85
2017
Q1 		$325K Hold
2,012
– – 0.2% 93
2016
Q4 		$310K Hold
2,012
– – 0.19% 92
2016
Q3 		$300K Hold
2,012
– – 0.2% 90
2016
Q2 		$276K Sell
2,012
-2,550
-56% -$344K 0.2% 91
2016
Q1 		$605K Hold
4,562
– – 0.47% 47
2015
Q4 		$635K Sell
4,562
-247
-5% -$35K 0.48% 45
2015
Q3 		$644K Hold
4,809
– – 0.51% 45
2015
Q2 		$743K Sell
4,809
-1,559
-24% -$239K 0.53% 43
2015
Q1 		$965K Buy
6,368
+5,372
+539% +$783K 0.67% 34
2014
Q4 		$142K Sell
996
-101
-9% -$13.7K 0.1% 140
2014
Q3 		$142K Buy
+1,097
New +$147K 0.12% 128

Other funds holding IWO

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
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
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

Plante Moran Financial Advisors's IWO Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 597 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #154.

Plante Moran Financial Advisors first reported a position in IWO in Q3 2014 and has held it in 47 quarters since. The position peaked at $965K in Q1 2015. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Plante Moran Financial Advisors held 597 shares of iShares Russell 2000 Growth ETF worth $235K as of Q2 2026.
  • Plante Moran Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Plante Moran Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and has held it in 47 quarters since.
  • Plante Moran Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $965K in Q1 2015.
  • 726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.