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FineMark National Bank & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

FineMark National Bank & 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
2025
Q4 		$3.59M Buy
11,121
+3,427
+45% +$1.11M 0.11% 140
2025
Q3 		$2.46M Sell
7,694
-336
-4% -$101K 0.08% 156
2025
Q2 		$2.3M Sell
8,030
-572
-7% -$151K 0.08% 153
2025
Q1 		$2.2M Sell
8,602
-112
-1% -$31.6K 0.08% 150
2024
Q4 		$2.51M Buy
8,714
+171
+2% +$50.6K 0.09% 137
2024
Q3 		$2.43M Buy
8,543
+1,048
+14% +$287K 0.08% 140
2024
Q2 		$1.97M Buy
7,495
+603
+9% +$157K 0.07% 143
2024
Q1 		$1.87M Buy
6,892
+142
+2% +$36.3K 0.07% 152
2023
Q4 		$1.7M Buy
6,750
+3,318
+97% +$748K 0.07% 154
2023
Q3 		$769K Sell
3,432
-420
-11% -$101K 0.03% 222
2023
Q2 		$935K Sell
3,852
-174
-4% -$39.9K 0.04% 204
2023
Q1 		$913K Sell
4,026
-124
-3% -$28.4K 0.04% 201
2022
Q4 		$890K Buy
4,150
+156
+4% +$34.2K 0.04% 197
2022
Q3 		$825K Buy
3,994
+420
+12% +$94.5K 0.04% 204
2022
Q2 		$737K Sell
3,574
-156
-4% -$34.8K 0.03% 231
2022
Q1 		$954K Sell
3,730
-505
-12% -$129K 0.04% 211
2021
Q4 		$1.24M Buy
4,235
+127
+3% +$38.3K 0.05% 192
2021
Q3 		$1.21M Buy
4,108
+58
+1% +$17.4K 0.05% 186
2021
Q2 		$1.26M Buy
4,050
+58
+1% +$17.5K 0.05% 188
2021
Q1 		$1.2M Sell
3,992
-73
-2% -$22.7K 0.05% 191
2020
Q4 		$1.17M Sell
4,065
-302
-7% -$77K 0.05% 182
2020
Q3 		$967K Sell
4,367
-581
-12% -$127K 0.05% 188
2020
Q2 		$1.02M Sell
4,948
-534
-10% -$99.9K 0.06% 173
2020
Q1 		$867K Sell
5,482
-1
-0% -$199 0.05% 170
2019
Q4 		$1.18M Sell
5,483
-539
-9% -$109K 0.06% 164
2019
Q3 		$1.16M Sell
6,022
-162
-3% -$32.1K 0.06% 160
2019
Q2 		$1.24M Sell
6,184
-909
-13% -$180K 0.07% 153
2019
Q1 		$1.4M Sell
7,093
-781
-10% -$149K 0.08% 137
2018
Q4 		$1.32M Sell
7,874
-134
-2% -$25K 0.09% 137
2018
Q3 		$1.72M Sell
8,008
-25
-0.3% -$5.33K 0.1% 124
2018
Q2 		$1.64M Buy
8,033
+518
+7% +$104K 0.1% 134
2018
Q1 		$1.43M Sell
7,515
-401
-5% -$77K 0.09% 136
2017
Q4 		$1.48M Sell
7,916
-1,013
-11% -$185K 0.09% 136
2017
Q3 		$1.6M Sell
8,929
-65
-0.7% -$11K 0.11% 130
2017
Q2 		$1.52M Buy
8,994
+48
+0.5% +$7.9K 0.11% 129
2017
Q1 		$1.45M Buy
8,946
+580
+7% +$92.1K 0.11% 133
2016
Q4 		$1.29M Sell
8,366
-1,578
-16% -$236K 0.1% 134
2016
Q3 		$1.48M Sell
9,944
-1
-0% -$146 0.16% 127
2016
Q2 		$1.36M Sell
9,945
-915
-8% -$124K 0.15% 124
2016
Q1 		$1.44M Sell
10,860
-969
-8% -$121K 0.17% 118
2015
Q4 		$1.65M Sell
11,829
-15
-0.1% -$2.13K 0.2% 117
2015
Q3 		$1.59M Buy
11,844
+47
+0.4% +$6.96K 0.21% 115
2015
Q2 		$1.82M Buy
11,797
+2,120
+22% +$325K 0.24% 102
2015
Q1 		$1.47M Sell
9,677
-329
-3% -$47.9K 0.2% 125
2014
Q4 		$1.43M Sell
10,006
-22
-0.2% -$2.98K 0.21% 119
2014
Q3 		$1.3M Sell
10,028
-212
-2% -$28.4K 0.21% 121
2014
Q2 		$1.42M Sell
10,240
-213
-2% -$28K 0.24% 114
2014
Q1 		$1.42M Sell
10,453
-738
-7% -$101K 0.27% 102
2013
Q4 		$1.52M Sell
11,191
-231
-2% -$29.9K 0.31% 87
2013
Q3 		$1.44M Buy
11,422
+4,211
+58% +$507K 0.36% 73
2013
Q2 		$804K Buy
+7,211
New +$788K 0.24% 89

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FineMark National Bank & Trust's IWO Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 45% in Q4 2025, buying an estimated $1.11M and bringing the position to 11,121 shares worth $3.59M. The position accounts for 0.11% of the portfolio, ranked #140.

FineMark National Bank & Trust first reported a position in IWO in Q2 2013 and has held it in 51 quarters since. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • FineMark National Bank & Trust held 11,121 shares of iShares Russell 2000 Growth ETF worth $3.59M as of Q4 2025.
  • FineMark National Bank & Trust bought 3,427 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $1.11M.
  • iShares Russell 2000 Growth ETF made up 0.11% of FineMark National Bank & Trust's portfolio in Q4 2025, its #140 holding.
  • FineMark National Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.