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 Q3	$1.05M	Sell	2,950 -70	-2%	-$26.4K	0.02%	197
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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Eastern Bank's IWO Position: Q3 2026 in Review

Eastern Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q3 2026, selling an estimated $26.4K and leaving 2,950 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #197.

Eastern Bank first reported a position in IWO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2026. 41 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Eastern Bank held 2,950 shares of iShares Russell 2000 Growth ETF worth $1.05M as of Q3 2026.
Eastern Bank sold 70 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $26.4K.
iShares Russell 2000 Growth ETF made up 0.02% of Eastern Bank's portfolio in Q3 2026, its #197 holding.
Eastern Bank first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares Russell 2000 Growth ETF position peaked at $1.19M in Q2 2026.
41 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.