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Adirondack Trust Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Adirondack Trust Company’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 		$275K Sell
697
-45
-6% -$16.4K 0.08% 125
2026
Q1 		$233K Sell
742
-271
-27% -$90.1K 0.08% 133
2025
Q4 		$327K Hold
1,013
– – 0.11% 115
2025
Q3 		$324K Hold
1,013
– – 0.11% 114
2025
Q2 		$290K Sell
1,013
-336
-25% -$88.4K 0.11% 116
2025
Q1 		$345K Hold
1,349
– – 0.13% 105
2024
Q4 		$388K Sell
1,349
-16
-1% -$4.73K 0.15% 103
2024
Q3 		$388K Sell
1,365
-90
-6% -$24.7K 0.15% 106
2024
Q2 		$382K Buy
1,455
+7
+0.5% +$1.82K 0.16% 105
2024
Q1 		$392K Sell
1,448
-130
-8% -$33.2K 0.16% 104
2023
Q4 		$417K Buy
1,578
+11
+0.7% +$2.48K 0.18% 99
2023
Q3 		$351K Sell
1,567
-80
-5% -$19.1K 0.18% 98
2023
Q2 		$418K Sell
1,647
-11
-0.7% -$2.52K 0.2% 92
2023
Q1 		$376K Buy
1,658
+8
+0.5% +$1.83K 0.19% 99
2022
Q4 		$354K Hold
1,650
– – 0.18% 104
2022
Q3 		$341K Buy
1,650
+33
+2% +$7.43K 0.19% 95
2022
Q2 		$334K Buy
1,617
+15
+0.9% +$3.35K 0.18% 98
2022
Q1 		$410K Buy
1,602
+60
+4% +$15.4K 0.19% 93
2021
Q4 		$452K Buy
1,542
+30
+2% +$9.04K 0.22% 85
2021
Q3 		$465K Buy
1,512
+132
+10% +$39.7K 0.22% 86
2021
Q2 		$430K Sell
1,380
-15
-1% -$4.51K 0.22% 86
2021
Q1 		$420K Buy
1,395
+1,050
+304% +$326K 0.22% 85
2020
Q4 		$104K Sell
345
-165
-32% -$42.1K 0.06% 134
2020
Q3 		$113K Hold
510
– – 0.07% 125
2020
Q2 		$109K Hold
510
– – 0.07% 128
2020
Q1 		$81K Sell
510
-500
-50% -$99.3K 0.07% 131
2019
Q4 		$214K Hold
1,010
– – 0.14% 87
2019
Q3 		$195K Hold
1,010
– – 0.14% 91
2019
Q2 		$203K Hold
1,010
– – 0.14% 94
2019
Q1 		$204K Hold
1,010
– – 0.14% 94
2018
Q4 		$170K Hold
1,010
– – 0.13% 94
2018
Q3 		$217K Hold
1,010
– – 0.15% 93
2018
Q2 		$206K Sell
1,010
-25
-2% -$5K 0.15% 94
2018
Q1 		$198K Buy
1,035
+120
+13% +$23K 0.14% 93
2017
Q4 		$171K Buy
915
+195
+27% +$35.6K 0.12% 102
2017
Q3 		$129K Hold
720
– – 0.1% 110
2017
Q2 		$122K Sell
720
-2,435
-77% -$401K 0.1% 111
2017
Q1 		$510K Sell
3,155
-740
-19% -$117K 0.36% 60
2016
Q4 		$600K Hold
3,895
– – 0.42% 61
2016
Q3 		$580K Hold
3,895
– – 0.42% 60
2016
Q2 		$534K Hold
3,895
– – 0.38% 60
2016
Q1 		$517K Hold
3,895
– – 0.38% 60
2015
Q4 		$485K Buy
3,895
+350
+10% +$49.6K 0.38% 60
2015
Q3 		$475K Hold
3,545
– – 0.38% 61
2015
Q2 		$548K Hold
3,545
– – 0.41% 60
2015
Q1 		$537K Hold
3,545
– – 0.4% 62
2014
Q4 		$505K Hold
3,545
– – 0.38% 66
2014
Q3 		$460K Hold
3,545
– – 0.35% 67
2014
Q2 		$491K Sell
3,545
-235
-6% -$30.9K 0.38% 63
2014
Q1 		$514K Sell
3,780
-1,615
-30% -$221K 0.41% 59
2013
Q4 		$731K Buy
5,395
+315
+6% +$40.8K 0.59% 42
2013
Q3 		$639K Buy
5,080
+4,930
+3,287% +$594K 0.56% 44
2013
Q2 		$17K Buy
+150
New +$16.4K 0.02% 186

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Adirondack Trust Company's IWO Position: Q2 2026 in Review

Adirondack Trust Company reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.1% in Q2 2026, selling an estimated $16.4K and leaving 697 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #125.

Adirondack Trust Company first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $731K in Q4 2013. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Adirondack Trust Company held 697 shares of iShares Russell 2000 Growth ETF worth $275K as of Q2 2026.
  • Adirondack Trust Company sold 45 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Adirondack Trust Company's portfolio in Q2 2026, its #125 holding.
  • Adirondack Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Adirondack Trust Company's iShares Russell 2000 Growth ETF position peaked at $731K in Q4 2013.
  • 189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.