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

Bell 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	$901K	Hold	2,288	–	–	0.03%	109
2026 Q1	$718K	Sell	2,288 -245	-10%	-$81.5K	0.03%	107
2025 Q4	$818K	Sell	2,533 -177	-7%	-$57.6K	0.04%	108
2025 Q3	$867K	Buy	2,710 +1	+0%	+$302	0.04%	115
2025 Q2	$774K	Sell	2,709 -110	-4%	-$29K	0.04%	116
2025 Q1	$720K	Hold	2,819	–	–	0.04%	109
2024 Q4	$811K	Sell	2,819 -290	-9%	-$85.8K	0.06%	108
2024 Q3	$883K	Hold	3,109	–	–	0.1%	98
2024 Q2	$816K	Hold	3,109	–	–	0.07%	103
2024 Q1	$842K	Hold	3,109	–	–	0.07%	108
2023 Q4	$784K	Hold	3,109	–	–	0.08%	106
2023 Q3	$697K	Hold	3,109	–	–	0.08%	108
2023 Q2	$754K	Sell	3,109 -254	-8%	-$58.2K	0.08%	105
2023 Q1	$763K	Hold	3,363	–	–	0.08%	102
2022 Q4	$721K	Sell	3,363 -112	-3%	-$24.5K	0.08%	110
2022 Q3	$718K	Sell	3,475 -75	-2%	-$16.9K	0.09%	107
2022 Q2	$732K	Sell	3,550 -25	-0.7%	-$5.57K	0.09%	113
2022 Q1	$914K	Sell	3,575 -28	-0.8%	-$7.17K	0.1%	96
2021 Q4	$1.06M	Hold	3,603	–	–	0.12%	95
2021 Q3	$1.06M	Hold	3,603	–	–	0.13%	91
2021 Q2	$1.12M	Hold	3,603	–	–	0.15%	88
2021 Q1	$1.08M	Sell	3,603 -1	-0%	-$310	0.16%	87
2020 Q4	$1.03M	Sell	3,604 -497	-12%	-$127K	0.16%	87
2020 Q3	$908K	Buy	4,101 +13	+0.3%	+$2.85K	0.16%	83
2020 Q2	$846K	Hold	4,088	–	–	0.16%	82
2020 Q1	$647K	Sell	4,088 -90	-2%	-$17.9K	0.14%	82
2019 Q4	$895K	Sell	4,178 -260	-6%	-$52.8K	0.16%	73
2019 Q3	$855K	Buy	+4,438	New	+$880K	0.16%	71
2016 Q3	–	Sell	-6,402	Closed	-$546K	–	126
2016 Q2	$546K	Buy	+6,402	New	+$864K	0.31%	60

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

Bell Bank's IWO Position: Q2 2026 in Review

Bell Bank held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,288 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #109.

Bell Bank first reported a position in IWO in Q2 2016 and has held it in 29 quarters since. The position peaked at $1.12M in Q2 2021. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bell Bank held 2,288 shares of iShares Russell 2000 Growth ETF worth $901K as of Q2 2026.
Bell Bank left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Bell Bank's portfolio in Q2 2026, its #109 holding.
Bell Bank first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 29 quarters since.
Bell Bank's iShares Russell 2000 Growth ETF position peaked at $1.12M in Q2 2021.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.