Dorsey & Whitney Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Dorsey & Whitney Trust’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 Q1	$2.59M	Hold	8,240	–	–	0.14%	137
2025 Q4	$2.66M	Hold	8,240	–	–	0.14%	138
2025 Q3	$2.64M	Hold	8,240	–	–	0.14%	136
2025 Q2	$2.36M	Hold	8,240	–	–	0.12%	147
2025 Q1	$2.11M	Hold	8,240	–	–	0.12%	154
2024 Q4	$2.37M	Hold	8,240	–	–	0.13%	147
2024 Q3	$2.34M	Buy	8,240 +220	+3%	+$60.3K	0.12%	146
2024 Q2	$2.11M	Hold	8,020	–	–	0.15%	127
2024 Q1	$2.17M	Hold	8,020	–	–	0.15%	123
2023 Q4	$2.02M	Buy	8,020 +2,577	+47%	+$581K	0.16%	136
2023 Q3	$1.22M	Hold	5,443	–	–	0.11%	174
2023 Q2	$1.32M	Sell	5,443 -280	-5%	-$64.2K	0.11%	177
2023 Q1	$1.3M	Buy	5,723 +1,275	+29%	+$292K	0.12%	167
2022 Q4	$954K	Buy	4,448 +788	+22%	+$173K	0.09%	203
2022 Q3	$756K	Buy	+3,660	New	+$824K	0.08%	223

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 $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Dorsey & Whitney Trust's IWO Position: Q1 2026 in Review

Dorsey & Whitney Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 8,240 shares worth $2.59M. The position accounts for 0.14% of the portfolio, ranked #137.

Dorsey & Whitney Trust first reported a position in IWO in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Dorsey & Whitney Trust held 8,240 shares of iShares Russell 2000 Growth ETF worth $2.59M as of Q1 2026.
Dorsey & Whitney Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.14% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #137 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
Dorsey & Whitney Trust's iShares Russell 2000 Growth ETF position peaked at $2.66M in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.