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WealthPLAN Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

WealthPLAN Partners’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 		– Sell
-2,297
Closed -$742K – 240
2025
Q4 		$742K Hold
2,297
– – 0.11% 144
2025
Q3 		$735K Sell
2,297
-117
-5% -$35.3K 0.11% 146
2025
Q2 		$690K Buy
2,414
+360
+18% +$94.8K 0.11% 152
2025
Q1 		$525K Buy
2,054
+51
+3% +$14.4K 0.07% 164
2024
Q4 		$577K Hold
2,003
– – 0.08% 161
2024
Q3 		$569K Sell
2,003
-4
-0.2% -$1.1K 0.08% 169
2024
Q2 		$527K Buy
2,007
+6
+0.3% +$1.56K 0.06% 200
2024
Q1 		$542K Hold
2,001
– – 0.06% 195
2023
Q4 		$505K Sell
2,001
-3
-0.1% -$676 0.05% 219
2023
Q3 		$449K Buy
2,004
+3
+0.1% +$718 0.05% 213
2023
Q2 		$486K Buy
2,001
+491
+33% +$113K 0.07% 191
2023
Q1 		$342K Sell
1,510
-527
-26% -$121K 0.04% 236
2022
Q4 		$485K Buy
+2,037
New +$446K 0.03% 257
2022
Q1 		– Sell
-1,294
Closed -$328K – 395
2021
Q4 		$328K Buy
1,294
+326
+34% +$98.2K 0.02% 307
2021
Q3 		$288K Buy
968
+10
+1% +$3K 0.02% 318
2021
Q2 		$289K Hold
958
– – 0.02% 297
2021
Q1 		$286K Buy
958
+4
+0.4% +$1.24K 0.02% 280
2020
Q4 		$306K Buy
954
+134
+16% +$34.2K 0.03% 262
2020
Q3 		$203K Buy
+820
New +$179K 0.02% 293

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 22.9% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

WealthPLAN Partners's IWO Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 2,297 shares — an estimated $742K sold.

WealthPLAN Partners first reported a position in IWO in Q3 2020 and held it in 19 quarters. The position peaked at $742K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • WealthPLAN Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 2,297 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $742K.
  • WealthPLAN Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 19 quarters.
  • WealthPLAN Partners's iShares Russell 2000 Growth ETF position peaked at $742K in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.