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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
Q3 		$360K Hold
1,010
– – 0.03% 170
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

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Bangor Savings Bank's IWO Position: Q3 2026 in Review

Bangor Savings Bank held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 1,010 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #170.

Bangor Savings Bank first reported a position in IWO in Q1 2018 and has held it in 35 quarters since. The position peaked at $501K in Q4 2025. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Bangor Savings Bank held 1,010 shares of iShares Russell 2000 Growth ETF worth $360K as of Q3 2026.
  • Bangor Savings Bank left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Bangor Savings Bank's portfolio in Q3 2026, its #170 holding.
  • Bangor Savings Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 35 quarters since.
  • Bangor Savings Bank's iShares Russell 2000 Growth ETF position peaked at $501K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Bangor Savings Bank's 13F filing for Q3 2026, filed 6 Oct 2026.