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Stonebridge Financial Planning Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stonebridge Financial 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 		$1.16M Sell
2,951
-330
-10% -$120K 0.37% 75
2026
Q1 		$1.03M Sell
3,281
-291
-8% -$96.8K 0.38% 83
2025
Q4 		$1.15M Buy
3,572
+58
+2% +$18.9K 0.42% 74
2025
Q3 		$1.12M Sell
3,514
-180
-5% -$54.3K 0.42% 71
2025
Q2 		$1.06M Sell
3,694
-81
-2% -$21.3K 0.44% 66
2025
Q1 		$965K Sell
3,775
-243
-6% -$68.6K 0.44% 71
2024
Q4 		$1.16M Buy
4,018
+868
+28% +$257K 0.52% 59
2024
Q3 		$895K Sell
3,150
-463
-13% -$127K 0.43% 66
2024
Q2 		$948K Buy
3,613
+175
+5% +$45.4K 0.48% 58
2024
Q1 		$931K Buy
3,438
+178
+5% +$45.5K 0.49% 57
2023
Q4 		$822K Buy
3,260
+1,583
+94% +$357K 0.47% 55
2023
Q3 		$376K Hold
1,677
– – 0.24% 98
2023
Q2 		$407K Sell
1,677
-75
-4% -$17.2K 0.25% 92
2023
Q1 		$397K Sell
1,752
-75
-4% -$17.2K 0.26% 92
2022
Q4 		$392K Hold
1,827
– – 0.26% 92
2022
Q3 		$377K Sell
1,827
-99
-5% -$22.3K 0.26% 87
2022
Q2 		$397K Sell
1,926
-470
-20% -$105K 0.27% 83
2022
Q1 		$613K Sell
2,396
-75
-3% -$19.2K 0.34% 61
2021
Q4 		$602K Hold
2,471
– – 0.32% 66
2021
Q3 		$794K Sell
2,471
-52
-2% -$15.6K 0.39% 56
2021
Q2 		$777K Sell
2,523
-243
-9% -$73.1K 0.41% 56
2021
Q1 		$832K Buy
2,766
+1,223
+79% +$380K 0.49% 46
2020
Q4 		$442K Buy
1,543
+955
+162% +$243K 0.28% 63
2020
Q3 		$141K Sell
588
-414
-41% -$90.6K 0.1% 109
2020
Q2 		$208K Sell
1,002
-80
-7% -$15K 0.18% 83
2020
Q1 		$177K Sell
1,082
-385
-26% -$76.4K 0.18% 84
2019
Q4 		$314K Buy
+1,467
New +$298K 0.28% 66

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Stonebridge Financial Planning Group's IWO Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, selling an estimated $120K and leaving 2,951 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #75.

Stonebridge Financial Planning Group first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,951 shares of iShares Russell 2000 Growth ETF worth $1.16M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 330 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $120K.
  • iShares Russell 2000 Growth ETF made up 0.37% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #75 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.