Bank of New Hampshire’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bank of New Hampshire’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
2025 Q1	–	Sell	-150	Closed	-$43.2K	–	463
2024 Q4	$43.2K	Hold	150	–	–	0.01%	298
2024 Q3	$42.6K	Hold	150	–	–	0.01%	307
2024 Q2	$39.4K	Hold	150	–	–	0.01%	325
2024 Q1	$40.6K	Sell	150 -9	-6%	-$2.3K	0.01%	327
2023 Q4	$40.1K	Hold	159	–	–	0.01%	326
2023 Q3	$35.6K	Hold	159	–	–	0.01%	329
2023 Q2	$38.6K	Hold	159	–	–	0.01%	325
2023 Q1	$36.1K	Hold	159	–	–	0.01%	327
2022 Q4	$34K	Hold	159	–	–	0.01%	347
2022 Q3	$33K	Hold	159	–	–	0.01%	343
2022 Q2	$33K	Sell	159 -135	-46%	-$30.1K	0.01%	350
2022 Q1	$75K	Buy	+294	New	+$75.2K	0.02%	299

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New Hampshire's IWO Position: Q1 2025 in Review

Bank of New Hampshire sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 150 shares — an estimated $43.2K sold.

Bank of New Hampshire first reported a position in IWO in Q1 2022 and held it in 12 quarters. The position peaked at $75K in Q1 2022. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Bank of New Hampshire reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Bank of New Hampshire sold 150 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $43.2K.
Bank of New Hampshire first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 12 quarters.
Bank of New Hampshire's iShares Russell 2000 Growth ETF position peaked at $75K in Q1 2022.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Bank of New Hampshire's 13F filing for Q1 2025, filed 14 Apr 2025.