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

City State 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	$81.5K	Hold	207	–	–	0.02%	305
2026 Q1	$65K	Sell	207 -93	-31%	-$30.9K	0.02%	316
2025 Q4	$96.9K	Hold	300	–	–	0.03%	278
2025 Q3	$96K	Hold	300	–	–	0.03%	273
2025 Q2	$85.8K	Hold	300	–	–	0.03%	283
2025 Q1	$76.7K	Hold	300	–	–	0.03%	291
2024 Q4	$86.3K	Hold	300	–	–	0.03%	268
2024 Q3	$85.2K	Hold	300	–	–	0.03%	274
2024 Q2	$78.8K	Hold	300	–	–	0.03%	267
2024 Q1	$81K	Hold	300	–	–	0.04%	264
2023 Q4	$76K	Hold	300	–	–	0.04%	260
2023 Q3	$67K	Hold	300	–	–	0.04%	265
2023 Q2	$73K	Hold	300	–	–	0.04%	259
2023 Q1	$68K	Hold	300	–	–	0.04%	257
2022 Q4	$34K	Hold	300	–	–	0.02%	312
2022 Q3	$62K	Buy	+300	New	+$67.5K	0.04%	242

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

City State Bank's IWO Position: Q2 2026 in Review

City State Bank held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 207 shares worth $81.5K. The position accounts for 0.02% of the portfolio, ranked #305.

City State Bank first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. The position peaked at $96.9K in Q4 2025. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

City State Bank held 207 shares of iShares Russell 2000 Growth ETF worth $81.5K as of Q2 2026.
City State Bank left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of City State Bank's portfolio in Q2 2026, its #305 holding.
City State Bank first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
City State Bank's iShares Russell 2000 Growth ETF position peaked at $96.9K in Q4 2025.
512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.