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

Total Wealth 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
2025
Q4 		– Sell
-4,968
Closed -$1.59M – 73
2025
Q3 		$1.59M Buy
4,968
+274
+6% +$82.7K 0.18% 55
2025
Q2 		$1.34M Sell
4,694
-220
-4% -$57.9K 0.17% 53
2025
Q1 		$1.26M Sell
4,914
-262
-5% -$73.9K 0.19% 47
2024
Q4 		$1.49M Sell
5,176
-173
-3% -$51.2K 0.23% 44
2024
Q3 		$1.52M Sell
5,349
-143
-3% -$39.2K 0.24% 43
2024
Q2 		$1.59M Sell
5,492
-87
-2% -$22.6K 0.26% 43
2024
Q1 		$1.51M Sell
5,579
-494
-8% -$126K 0.26% 44
2023
Q4 		$1.53M Sell
6,073
-360
-6% -$81.1K 0.28% 44
2023
Q3 		$1.44M Sell
6,433
-54
-0.8% -$12.9K 0.29% 46
2023
Q2 		$1.57M Sell
6,487
-260
-4% -$59.6K 0.33% 42
2023
Q1 		$1.53M Buy
6,747
+43
+0.6% +$9.84K 0.34% 42
2022
Q4 		$1.44M Buy
6,704
+3,440
+105% +$754K 0.36% 44
2022
Q3 		$674K Sell
3,264
-55
-2% -$12.4K 0.19% 48
2022
Q2 		$685K Buy
3,319
+1,598
+93% +$356K 0.2% 51
2022
Q1 		$440K Buy
1,721
+603
+54% +$154K 0.12% 61
2021
Q4 		$220K Buy
+1,118
New +$337K 0.14% 33
2021
Q3 		– Sell
-663
Closed -$207K – 45
2021
Q2 		$207K Sell
663
-13
-2% -$3.91K 0.08% 44
2021
Q1 		$203K Sell
676
-36
-5% -$11.2K 0.09% 40
2020
Q4 		$204K Sell
712
-202
-22% -$51.5K 0.09% 41
2020
Q3 		$202K Sell
914
-147
-14% -$32.2K 0.1% 41
2020
Q2 		$219K Buy
+1,061
New +$198K 0.12% 37
2020
Q1 		– Sell
-1,086
Closed -$233K – 36
2019
Q4 		$233K Sell
1,086
-32
-3% -$6.5K 0.12% 33
2019
Q3 		$215K Hold
1,118
– – 0.12% 33
2019
Q2 		$225K Hold
1,118
– – 0.13% 33
2019
Q1 		$220K Buy
+1,118
New +$213K 0.14% 33

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Total Wealth Planning's IWO Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 4,968 shares — an estimated $1.59M sold.

Total Wealth Planning first reported a position in IWO in Q1 2019 and held it in 25 quarters. The position peaked at $1.59M in Q2 2024. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 4,968 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $1.59M.
  • Total Wealth Planning first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 25 quarters.
  • Total Wealth Planning's iShares Russell 2000 Growth ETF position peaked at $1.59M in Q2 2024.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.