Bangor Savings Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bangor Savings Bank’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	$398K	Sell	1,010 -302	-23%	-$110K	0.03%	171
2026 Q1	$412K	Sell	1,312 -240	-15%	-$79.8K	0.03%	166
2025 Q4	$501K	Hold	1,552	–	–	0.04%	154
2025 Q3	$497K	Hold	1,552	–	–	0.04%	160
2025 Q2	$444K	Hold	1,552	–	–	0.04%	162
2025 Q1	$397K	Hold	1,552	–	–	0.04%	169
2024 Q4	$447K	Sell	1,552 -35	-2%	-$10.4K	0.04%	163
2024 Q3	$451K	Buy	1,587 +236	+17%	+$64.6K	0.04%	162
2024 Q2	$355K	Hold	1,351	–	–	0.04%	173
2024 Q1	$366K	Hold	1,351	–	–	0.04%	175
2023 Q4	$341K	Hold	1,351	–	–	0.04%	171
2023 Q3	$303K	Hold	1,351	–	–	0.04%	171
2023 Q2	$328K	Buy	1,351 +60	+5%	+$13.8K	0.04%	169
2023 Q1	$293K	Hold	1,291	–	–	0.03%	171
2022 Q4	$277K	Hold	1,291	–	–	0.03%	176
2022 Q3	$267K	Hold	1,291	–	–	0.03%	173
2022 Q2	$266K	Hold	1,291	–	–	0.03%	181
2022 Q1	$330K	Hold	1,291	–	–	0.03%	152
2021 Q4	$378K	Hold	1,291	–	–	0.04%	170
2021 Q3	$379K	Hold	1,291	–	–	0.04%	168
2021 Q2	$402K	Hold	1,291	–	–	0.05%	161
2021 Q1	$388K	Hold	1,291	–	–	0.05%	158
2020 Q4	$370K	Buy	1,291 +15	+1%	+$3.82K	0.05%	148
2020 Q3	$283K	Hold	1,276	–	–	0.04%	154
2020 Q2	$264K	Hold	1,276	–	–	0.04%	156
2020 Q1	$202K	Hold	1,276	–	–	0.04%	161
2019 Q4	$273K	Sell	1,276 -20	-2%	-$4.06K	0.04%	165
2019 Q3	$250K	Hold	1,296	–	–	0.04%	164
2019 Q2	$260K	Hold	1,296	–	–	0.05%	155
2019 Q1	$255K	Hold	1,296	–	–	0.05%	149
2018 Q4	$218K	Hold	1,296	–	–	0.04%	155
2018 Q3	$279K	Sell	1,296 -5	-0.4%	-$1.07K	0.05%	150
2018 Q2	$266K	Hold	1,301	–	–	0.05%	151
2018 Q1	$248K	Buy	+1,301	New	+$250K	0.05%	148

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 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

Bangor Savings Bank's IWO Position: Q2 2026 in Review

Bangor Savings Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 23% in Q2 2026, selling an estimated $110K and leaving 1,010 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #171.

Bangor Savings Bank first reported a position in IWO in Q1 2018 and has held it in 34 quarters since. The position peaked at $501K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bangor Savings Bank held 1,010 shares of iShares Russell 2000 Growth ETF worth $398K as of Q2 2026.
Bangor Savings Bank sold 302 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $110K.
iShares Russell 2000 Growth ETF made up 0.03% of Bangor Savings Bank's portfolio in Q2 2026, its #171 holding.
Bangor Savings Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
Bangor Savings Bank's iShares Russell 2000 Growth ETF position peaked at $501K in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.