American State Bank (Iowa)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

American State Bank (Iowa)’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	$964K	Sell	2,448 -2,744	-53%	-$1M	0.39%	73
2026 Q1	$1.63M	Buy	5,192 +241	+5%	+$80.2K	0.78%	38
2025 Q4	$1.6M	Buy	4,951 +342	+7%	+$111K	0.77%	37
2025 Q3	$1.48M	Sell	4,609 -63	-1%	-$19K	0.75%	40
2025 Q2	$1.34M	Buy	4,672 +172	+4%	+$45.3K	0.74%	40
2025 Q1	$1.15M	Buy	4,500 +4	+0.1%	+$1.13K	0.69%	43
2024 Q4	$1.29M	Sell	4,496 -55	-1%	-$16.3K	0.78%	37
2024 Q3	$1.29M	Sell	4,551 -97	-2%	-$26.6K	0.78%	36
2024 Q2	$1.22M	Sell	4,648 -405	-8%	-$105K	0.78%	36
2024 Q1	$1.37M	Sell	5,053 -928	-16%	-$237K	0.92%	30
2023 Q4	$1.51M	Buy	5,981 +24	+0.4%	+$5.41K	0.96%	25
2023 Q3	$1.34M	Hold	5,957	–	–	0.96%	27
2023 Q2	$1.45M	Sell	5,957 -529	-8%	-$121K	1.01%	24
2023 Q1	$1.47M	Buy	6,486 +674	+12%	+$154K	1.07%	23
2022 Q4	$1.25M	Sell	5,812 -33	-0.6%	-$7.23K	0.96%	29
2022 Q3	$1.21M	Sell	5,845 -206	-3%	-$46.4K	1.05%	23
2022 Q2	$1.25M	Buy	6,051 +54	+0.9%	+$12K	0.99%	24
2022 Q1	$1.53M	Buy	5,997 +256	+4%	+$65.5K	1.06%	20
2021 Q4	$1.68M	Buy	5,741 +237	+4%	+$71.4K	1.17%	18
2021 Q3	$1.62M	Buy	5,504 +51	+0.9%	+$15.3K	1.25%	19
2021 Q2	$1.7M	Buy	5,453 +443	+9%	+$133K	1.33%	17
2021 Q1	$1.51M	Buy	5,010 +351	+8%	+$109K	1.29%	20
2020 Q4	$1.34M	Buy	+4,659	New	+$1.19M	1.27%	19

Other funds holding IWO

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

American State Bank (Iowa)'s IWO Position: Q2 2026 in Review

American State Bank (Iowa) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 53% in Q2 2026, selling an estimated $1M and leaving 2,448 shares worth $964K. The position accounts for 0.39% of the portfolio, ranked #73.

American State Bank (Iowa) first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q2 2021. 375 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

American State Bank (Iowa) held 2,448 shares of iShares Russell 2000 Growth ETF worth $964K as of Q2 2026.
American State Bank (Iowa) sold 2,744 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1M.
iShares Russell 2000 Growth ETF made up 0.39% of American State Bank (Iowa)'s portfolio in Q2 2026, its #73 holding.
American State Bank (Iowa) first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
American State Bank (Iowa)'s iShares Russell 2000 Growth ETF position peaked at $1.7M in Q2 2021.
375 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.