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

BankPlus Trust Department’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	$225K	Hold	570	–	–	0.05%	188
2026 Q1	$179K	Hold	570	–	–	0.05%	188
2025 Q4	$184K	Hold	570	–	–	0.05%	182
2025 Q3	$182K	Hold	570	–	–	0.05%	182
2025 Q2	$163K	Hold	570	–	–	0.05%	168
2025 Q1	$146K	Hold	570	–	–	0.05%	160
2024 Q4	$164K	Buy	+570	New	+$169K	0.05%	158

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 22.9% 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

BankPlus Trust Department's IWO Position: Q2 2026 in Review

BankPlus Trust Department held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 570 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #188.

BankPlus Trust Department first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

BankPlus Trust Department held 570 shares of iShares Russell 2000 Growth ETF worth $225K as of Q2 2026.
BankPlus Trust Department left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.05% of BankPlus Trust Department's portfolio in Q2 2026, its #188 holding.
BankPlus Trust Department first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.