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

Country Club 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
2025 Q3	$649K	Sell	2,029 -350	-15%	-$106K	0.04%	244
2025 Q2	$678K	Hold	2,379	–	–	0.04%	240
2025 Q1	$613K	Sell	2,379 -2,427	-50%	-$685K	0.04%	240
2024 Q4	$1.39M	Sell	4,806 -755	-14%	-$223K	0.09%	172
2024 Q3	$1.58M	Buy	5,561 +395	+8%	+$108K	0.11%	166
2024 Q2	$1.36M	Sell	5,166 -290	-5%	-$75.3K	0.09%	168
2024 Q1	$1.48M	Sell	5,456 -75	-1%	-$19.2K	0.1%	157
2023 Q4	$1.42M	Sell	5,531 -324	-6%	-$73K	0.11%	160
2023 Q3	$1.32M	Hold	5,855	–	–	0.11%	158
2023 Q2	$1.41M	Buy	5,855 +175	+3%	+$40.1K	0.11%	147
2023 Q1	$1.26M	Buy	5,680 +329	+6%	+$75.3K	0.1%	158
2022 Q4	$1.15M	Sell	5,351 -460	-8%	-$101K	0.1%	158
2022 Q3	$1.21M	Buy	5,811 +80	+1%	+$18K	0.12%	150
2022 Q2	$1.19M	Sell	5,731 -1,058	-16%	-$236K	0.11%	153
2022 Q1	$1.76M	Buy	+6,789	New	+$1.74M	0.15%	120

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Country Club Bank's IWO Position: Q3 2025 in Review

Country Club Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q3 2025, selling an estimated $106K and leaving 2,029 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #244.

Country Club Bank first reported a position in IWO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2022. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Country Club Bank held 2,029 shares of iShares Russell 2000 Growth ETF worth $649K as of Q3 2025.
Country Club Bank sold 350 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $106K.
iShares Russell 2000 Growth ETF made up 0.04% of Country Club Bank's portfolio in Q3 2025, its #244 holding.
Country Club Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's iShares Russell 2000 Growth ETF position peaked at $1.76M in Q1 2022.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.