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

American Trust’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 		$440K Buy
1,402
+12
+0.9% +$3.99K 0.04% 171
2025
Q4 		$449K Sell
1,390
-2,098
-60% -$682K 0.04% 186
2025
Q3 		$1.12M Buy
3,488
+126
+4% +$38K 0.09% 116
2025
Q2 		$961K Buy
+3,362
New +$885K 0.09% 117
2025
Q1 		– Sell
-4,127
Closed -$1.19M – 212
2024
Q4 		$1.19M Buy
+4,127
New +$1.22M 0.09% 111
2024
Q2 		– Sell
-596
Closed -$1.48M – 280
2024
Q1 		$1.48M Buy
+596
New +$152K 0.12% 89
2023
Q4 		– Sell
-970
Closed -$217K – 301
2023
Q3 		$217K Sell
970
-227
-19% -$54.3K 0.02% 256
2023
Q2 		$290K Sell
1,197
-323
-21% -$74.1K 0.02% 313
2023
Q1 		$341K Buy
1,520
+193
+15% +$44.1K 0.02% 281
2022
Q4 		$285K Sell
1,327
-254
-16% -$55.6K 0.03% 317
2022
Q3 		$327K Sell
1,581
-1,739
-52% -$391K 0.03% 278
2022
Q2 		$685K Buy
3,320
+466
+16% +$104K 0.05% 168
2022
Q1 		$730K Buy
2,854
+664
+30% +$170K 0.05% 186
2021
Q4 		$642K Buy
+2,190
New +$660K 0.05% 142

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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

American Trust's IWO Position: Q1 2026 in Review

American Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.86% in Q1 2026, buying an estimated $3.99K and bringing the position to 1,402 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #171.

American Trust first reported a position in IWO in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.48M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • American Trust held 1,402 shares of iShares Russell 2000 Growth ETF worth $440K as of Q1 2026.
  • American Trust bought 12 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.99K.
  • iShares Russell 2000 Growth ETF made up 0.04% of American Trust's portfolio in Q1 2026, its #171 holding.
  • American Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • American Trust's iShares Russell 2000 Growth ETF position peaked at $1.48M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.