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 Q2	$4.5M	Buy	11,421 +3,181	+39%	+$1.16M	0.22%	102
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 $1.55T 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

Dorsey & Whitney Trust's IWO Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 39% in Q2 2026, buying an estimated $1.16M and bringing the position to 11,421 shares worth $4.5M. The position accounts for 0.22% of the portfolio, ranked #102.

Dorsey & Whitney Trust first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Dorsey & Whitney Trust held 11,421 shares of iShares Russell 2000 Growth ETF worth $4.5M as of Q2 2026.
Dorsey & Whitney Trust bought 3,181 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.16M.
iShares Russell 2000 Growth ETF made up 0.22% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #102 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.