First National Bank Sioux Falls’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First National Bank Sioux Falls’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	$1.1M	Hold	3,159	–	–	0.3%	52
2026 Q1	$1.1M	Hold	3,159	–	–	0.3%	52
2025 Q4	$1.02M	Hold	3,159	–	–	0.31%	55
2025 Q3	$1.01M	Hold	3,159	–	–	0.32%	50
2025 Q2	$903K	Hold	3,159	–	–	0.33%	53
2025 Q1	$807K	Hold	3,159	–	–	0.33%	55
2024 Q4	$909K	Hold	3,159	–	–	0.39%	45
2024 Q3	$897K	Hold	3,159	–	–	0.41%	46
2024 Q2	$829K	Hold	3,159	–	–	0.43%	46
2024 Q1	$855K	Hold	3,159	–	–	0.47%	47
2023 Q4	$797K	Hold	3,159	–	–	0.41%	50
2023 Q3	$708K	Hold	3,159	–	–	0.42%	53
2023 Q2	$767K	Hold	3,159	–	–	0.49%	47
2023 Q1	$717K	Hold	3,159	–	–	0.5%	49
2022 Q4	$678K	Hold	3,159	–	–	0.49%	51
2022 Q3	$653K	Hold	3,159	–	–	0.68%	44
2022 Q2	$652K	Hold	3,159	–	–	0.83%	38
2022 Q1	$808K	Hold	3,159	–	–	0.84%	39
2021 Q4	$926K	Sell	3,159 -450	-12%	-$136K	0.99%	32
2021 Q3	$1.06M	Hold	3,609	–	–	1.78%	13
2021 Q2	$1.13M	Hold	3,609	–	–	1.71%	16
2021 Q1	$1.08M	Hold	3,609	–	–	1.93%	13
2020 Q4	$1.03M	Hold	3,609	–	–	2.25%	11
2020 Q3	$799K	Hold	3,609	–	–	2.13%	13
2020 Q2	$747K	Hold	3,609	–	–	2.16%	12
2020 Q1	$571K	Hold	3,609	–	–	2%	16
2019 Q4	$773K	Sell	3,609 -36	-1%	-$7.31K	2.14%	12
2019 Q3	$703K	Hold	3,645	–	–	2.32%	12
2019 Q2	$732K	Hold	3,645	–	–	2.51%	12
2019 Q1	$717K	Hold	3,645	–	–	2.44%	13
2018 Q4	$612K	Hold	3,645	–	–	2.38%	13
2018 Q3	$784K	Hold	3,645	–	–	2.58%	11
2018 Q2	$745K	Hold	3,645	–	–	2.49%	12
2018 Q1	$695K	Hold	3,645	–	–	2.46%	11
2017 Q4	$681K	Hold	3,645	–	–	2.25%	13
2017 Q3	$652K	Hold	3,645	–	–	2.29%	14
2017 Q2	$615K	Buy	+3,645	New	+$600K	2.53%	14

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

First National Bank Sioux Falls's IWO Position: Q2 2026 in Review

First National Bank Sioux Falls held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,159 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #52.

First National Bank Sioux Falls first reported a position in IWO in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.13M in Q2 2021. 455 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First National Bank Sioux Falls held 3,159 shares of iShares Russell 2000 Growth ETF worth $1.1M as of Q2 2026.
First National Bank Sioux Falls left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.3% of First National Bank Sioux Falls's portfolio in Q2 2026, its #52 holding.
First National Bank Sioux Falls first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 37 quarters since.
First National Bank Sioux Falls's iShares Russell 2000 Growth ETF position peaked at $1.13M in Q2 2021.
455 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on First National Bank Sioux Falls's 13F filing for Q2 2026, filed 24 Jul 2026.