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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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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. 194 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.
  • 194 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.