Central Trust Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Central Trust Company’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	$154K	Buy	392 +113	+41%	+$41.2K	﹤0.01%	667
2026 Q1	$87.6K	Buy	279 +1	+0.4%	+$333	﹤0.01%	735
2025 Q4	$89.8K	Hold	278	–	–	﹤0.01%	711
2025 Q3	$89K	Buy	278 +59	+27%	+$17.8K	﹤0.01%	711
2025 Q2	$62.6K	Hold	219	–	–	﹤0.01%	759
2025 Q1	$56K	Hold	219	–	–	﹤0.01%	767
2024 Q4	$63K	Hold	219	–	–	﹤0.01%	749
2024 Q3	$62.2K	Hold	219	–	–	﹤0.01%	738
2024 Q2	$57.5K	Hold	219	–	–	﹤0.01%	749
2024 Q1	$59.3K	Hold	219	–	–	﹤0.01%	777
2023 Q4	$55.2K	Hold	219	–	–	﹤0.01%	774
2023 Q3	$49.1K	Buy	219 +28	+15%	+$6.7K	﹤0.01%	778
2023 Q2	$46.3K	Sell	191 -128	-40%	-$29.3K	﹤0.01%	790
2023 Q1	$72.4K	Hold	319	–	–	﹤0.01%	723
2022 Q4	$68.4K	Hold	319	–	–	﹤0.01%	717
2022 Q3	$66K	Hold	319	–	–	﹤0.01%	722
2022 Q2	$66K	Hold	319	–	–	﹤0.01%	718
2022 Q1	$82K	Sell	319 -320	-50%	-$81.9K	﹤0.01%	729
2021 Q4	$187K	Buy	639 +128	+25%	+$38.6K	0.01%	595
2021 Q3	$150K	Sell	511 -23	-4%	-$6.91K	0.01%	586
2021 Q2	$166K	Hold	534	–	–	0.01%	553
2021 Q1	$161K	Hold	534	–	–	0.01%	537
2020 Q4	$153K	Hold	534	–	–	0.01%	517
2020 Q3	$118K	Hold	534	–	–	0.01%	528
2020 Q2	$110K	Sell	534 -50	-9%	-$9.35K	0.01%	511
2020 Q1	$92K	Sell	584 -97	-14%	-$19.3K	0.01%	524
2019 Q4	$146K	Hold	681	–	–	0.01%	509
2019 Q3	$131K	Hold	681	–	–	0.01%	501
2019 Q2	$137K	Buy	681 +440	+183%	+$87K	0.01%	510
2019 Q1	$47K	Hold	241	–	–	﹤0.01%	641
2018 Q4	$40K	Hold	241	–	–	﹤0.01%	674
2018 Q3	$52K	Hold	241	–	–	﹤0.01%	678
2018 Q2	$49K	Hold	241	–	–	﹤0.01%	672
2018 Q1	$46K	Hold	241	–	–	﹤0.01%	698
2017 Q4	$45K	Hold	241	–	–	﹤0.01%	723
2017 Q3	$43K	Buy	241 +51	+27%	+$8.66K	﹤0.01%	708
2017 Q2	$32K	Hold	190	–	–	﹤0.01%	772
2017 Q1	$31K	Hold	190	–	–	﹤0.01%	822
2016 Q4	$29K	Sell	190 -700	-79%	-$104K	﹤0.01%	827
2016 Q3	$133K	Sell	890 -60	-6%	-$8.74K	0.01%	499
2016 Q2	$130K	Hold	950	–	–	0.01%	497
2016 Q1	$126K	Sell	950 -152	-14%	-$19K	0.01%	505
2015 Q4	$153K	Sell	1,102 -140	-11%	-$19.9K	0.01%	464
2015 Q3	$166K	Buy	1,242 +835	+205%	+$124K	0.01%	448
2015 Q2	$63K	Buy	+407	New	+$62.4K	0.01%	624

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

Central Trust Company's IWO Position: Q2 2026 in Review

Central Trust Company increased its iShares Russell 2000 Growth ETF (IWO) stake by 41% in Q2 2026, buying an estimated $41.2K and bringing the position to 392 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Central Trust Company first reported a position in IWO in Q2 2015 and has held it in 45 quarters since. The position peaked at $187K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Central Trust Company held 392 shares of iShares Russell 2000 Growth ETF worth $154K as of Q2 2026.
Central Trust Company bought 113 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $41.2K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #667 holding.
Central Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and has held it in 45 quarters since.
Central Trust Company's iShares Russell 2000 Growth ETF position peaked at $187K in Q4 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.