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

Eastern 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 		$1.19M Buy
3,020
+187
+7% +$68.2K 0.02% 192
2026
Q1 		$889K Sell
2,833
-390
-12% -$130K 0.02% 212
2025
Q4 		$1.04M Buy
3,223
+61
+2% +$19.8K 0.02% 196
2025
Q3 		$1.01M Sell
3,162
-123
-4% -$37.1K 0.02% 191
2025
Q2 		$939K Sell
3,285
-107
-3% -$28.2K 0.02% 194
2025
Q1 		$867K Sell
3,392
-252
-7% -$71.1K 0.02% 212
2024
Q4 		$1.05M Hold
3,644
– – 0.02% 206
2024
Q3 		$1.03M Buy
+3,644
New +$998K 0.02% 223

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Eastern Bank's IWO Position: Q2 2026 in Review

Eastern Bank increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.6% in Q2 2026, buying an estimated $68.2K and bringing the position to 3,020 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #192.

Eastern Bank first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Eastern Bank held 3,020 shares of iShares Russell 2000 Growth ETF worth $1.19M as of Q2 2026.
  • Eastern Bank bought 187 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $68.2K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Eastern Bank's portfolio in Q2 2026, its #192 holding.
  • Eastern Bank first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.