Alpine Bank Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Alpine Bank Wealth Management’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	$516K	Hold	1,310	–	–	0.07%	119
2026 Q1	$411K	Hold	1,310	–	–	0.06%	119
2025 Q4	$423K	Hold	1,310	–	–	0.06%	114
2025 Q3	$419K	Hold	1,310	–	–	0.06%	114
2025 Q2	$374K	Sell	1,310 -313	-19%	-$82.4K	0.06%	112
2025 Q1	$415K	Buy	+1,623	New	+$458K	0.07%	103
2024 Q3	$461K	Buy	+1,623	New	+$445K	0.07%	106

Other funds holding IWO

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Alpine Bank Wealth Management's IWO Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,310 shares worth $516K. The position accounts for 0.07% of the portfolio, ranked #119.

Alpine Bank Wealth Management first reported a position in IWO in Q3 2024 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Alpine Bank Wealth Management held 1,310 shares of iShares Russell 2000 Growth ETF worth $516K as of Q2 2026.
Alpine Bank Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #119 holding.
Alpine Bank Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.