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Prosperity Planning’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Prosperity Planning’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 		$1.18M Sell
3,006
-110
-4% -$40.1K 0.27% 53
2026
Q1 		$978K Sell
3,116
-30
-1% -$9.98K 0.25% 54
2025
Q4 		$1.02M Sell
3,146
-15
-0.5% -$4.88K 0.27% 58
2025
Q3 		$1.01M Sell
3,161
-78
-2% -$23.5K 0.27% 56
2025
Q2 		$926K Sell
3,239
-8
-0.2% -$2.11K 0.27% 57
2025
Q1 		$830K Sell
3,247
-44
-1% -$12.4K 0.26% 59
2024
Q4 		$947K Sell
3,291
-206
-6% -$60.9K 0.3% 54
2024
Q3 		$993K Sell
3,497
-213
-6% -$58.3K 0.31% 55
2024
Q2 		$974K Sell
3,710
-16
-0.4% -$4.15K 0.33% 54
2024
Q1 		$1.01M Sell
3,726
-30
-0.8% -$7.67K 0.35% 49
2023
Q4 		$947K Sell
3,756
-471
-11% -$106K 0.35% 50
2023
Q3 		$947K Sell
4,227
-23
-0.5% -$5.5K 0.4% 48
2023
Q2 		$1.03M Sell
4,250
-68
-2% -$15.6K 0.43% 48
2023
Q1 		$979K Buy
4,318
+128
+3% +$29.3K 0.43% 48
2022
Q4 		$747K Hold
4,190
– – 0.37% 49
2022
Q3 		$866K Buy
4,190
+1,614
+63% +$363K 0.45% 42
2022
Q2 		$835K Hold
2,576
– – 0.43% 43
2022
Q1 		$663K Hold
2,576
– – 0.32% 47
2021
Q4 		$755K Sell
2,576
-3
-0.1% -$904 0.38% 45
2021
Q3 		$757K Buy
2,579
+36
+1% +$10.8K 0.41% 44
2021
Q2 		$793K Hold
2,543
– – 0.49% 39
2021
Q1 		$765K Sell
2,543
-114
-4% -$35.4K 0.54% 38
2020
Q4 		$762K Buy
+2,657
New +$677K 0.65% 36

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Prosperity Planning's IWO Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q2 2026, selling an estimated $40.1K and leaving 3,006 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #53.

Prosperity Planning first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 287 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Prosperity Planning held 3,006 shares of iShares Russell 2000 Growth ETF worth $1.18M as of Q2 2026.
  • Prosperity Planning sold 110 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $40.1K.
  • iShares Russell 2000 Growth ETF made up 0.27% of Prosperity Planning's portfolio in Q2 2026, its #53 holding.
  • Prosperity Planning first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.