Citizens National Bank Trust Department’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Citizens National Bank 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	$528K	Hold	1,340	–	–	0.08%	146
2026 Q1	$421K	Hold	1,340	–	–	0.07%	152
2025 Q4	$433K	Hold	1,340	–	–	0.07%	148
2025 Q3	$429K	Hold	1,340	–	–	0.08%	149
2025 Q2	$383K	Hold	1,340	–	–	0.08%	146
2025 Q1	$342K	Hold	1,340	–	–	0.07%	143
2024 Q4	$386K	Hold	1,340	–	–	0.08%	135
2024 Q3	$381K	Hold	1,340	–	–	0.08%	137
2024 Q2	$352K	Hold	1,340	–	–	0.08%	142
2024 Q1	$363K	Hold	1,340	–	–	0.08%	141
2023 Q4	$338K	Hold	1,340	–	–	0.09%	136
2023 Q3	$300K	Hold	1,340	–	–	0.08%	137
2023 Q2	$325K	Hold	1,340	–	–	0.09%	135
2023 Q1	$304K	Hold	1,340	–	–	0.08%	135
2022 Q4	$287K	Hold	1,340	–	–	0.08%	136
2022 Q3	$277K	Hold	1,340	–	–	0.09%	137
2022 Q2	$276K	Hold	1,340	–	–	0.08%	139
2022 Q1	$301K	Hold	1,340	–	–	0.12%	123
2021 Q4	$393K	Hold	1,340	–	–	0.15%	110
2021 Q3	$393K	Hold	1,340	–	–	0.11%	117
2021 Q2	$418K	Hold	1,340	–	–	0.12%	114
2021 Q1	$403K	Hold	1,340	–	–	0.12%	113
2020 Q4	$384K	Buy	+1,340	New	+$342K	0.13%	109

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

Citizens National Bank Trust Department's IWO Position: Q2 2026 in Review

Citizens National Bank Trust Department held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,340 shares worth $528K. The position accounts for 0.08% of the portfolio, ranked #146.

Citizens National Bank Trust Department first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Citizens National Bank Trust Department held 1,340 shares of iShares Russell 2000 Growth ETF worth $528K as of Q2 2026.
Citizens National Bank Trust Department left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.08% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #146 holding.
Citizens National Bank Trust Department first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.