First Merchants Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Merchants Corp’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	$276K	Hold	700	–	–	0.01%	311
2026 Q1	$220K	Hold	700	–	–	0.01%	324
2025 Q4	$226K	Sell	700 -354	-34%	-$115K	0.01%	334
2025 Q3	$337K	Hold	1,054	–	–	0.01%	301
2025 Q2	$301K	Hold	1,054	–	–	0.01%	307
2025 Q1	$269K	Hold	1,054	–	–	0.01%	322
2024 Q4	$303K	Buy	1,054 +200	+23%	+$59.2K	0.01%	337
2024 Q3	$243K	Hold	854	–	–	0.01%	360
2024 Q2	$224K	Sell	854 -500	-37%	-$130K	0.01%	342
2024 Q1	$367K	Hold	1,354	–	–	0.03%	189
2023 Q4	$342K	Hold	1,354	–	–	0.03%	185
2023 Q3	$303K	Hold	1,354	–	–	0.03%	185
2023 Q2	$329K	Sell	1,354 -45	-3%	-$10.3K	0.03%	186
2023 Q1	$317K	Hold	1,399	–	–	0.03%	190
2022 Q4	$300K	Hold	1,399	–	–	0.03%	196
2022 Q3	$289K	Buy	1,399 +399	+40%	+$89.8K	0.03%	202
2022 Q2	$206K	Sell	1,000 -500	-33%	-$111K	0.02%	215
2022 Q1	$384K	Hold	1,500	–	–	0.03%	200
2021 Q4	$440K	Sell	1,500 -125	-8%	-$37.7K	0.03%	198
2021 Q3	$477K	Hold	1,625	–	–	0.03%	201
2021 Q2	$506K	Hold	1,625	–	–	0.03%	199
2021 Q1	$489K	Hold	1,625	–	–	0.03%	204
2020 Q4	$466K	Hold	1,625	–	–	0.03%	202
2020 Q3	$360K	Hold	1,625	–	–	0.03%	211
2020 Q2	$336K	Hold	1,625	–	–	0.03%	202
2020 Q1	$257K	Hold	1,625	–	–	0.03%	210
2019 Q4	$348K	Hold	1,625	–	–	0.04%	221
2019 Q3	$313K	Buy	+1,625	New	+$322K	0.03%	238

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

First Merchants Corp's IWO Position: Q2 2026 in Review

First Merchants Corp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 700 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #311.

First Merchants Corp first reported a position in IWO in Q3 2019 and has held it in 28 quarters since. The position peaked at $506K in Q2 2021. 183 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First Merchants Corp held 700 shares of iShares Russell 2000 Growth ETF worth $276K as of Q2 2026.
First Merchants Corp left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of First Merchants Corp's portfolio in Q2 2026, its #311 holding.
First Merchants Corp first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
First Merchants Corp's iShares Russell 2000 Growth ETF position peaked at $506K in Q2 2021.
183 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.