First National Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $480K | Buy |
1,528
+682
| +81% | +$227K | 0.02% | 304 |
|
|
2025
Q4 | $273K | Buy |
+846
| New | +$275K | 0.01% | 351 |
|
|
2023
Q1 | – | Sell |
-2,141
| Closed | -$459K | – | 384 |
|
|
2022
Q4 | $459K | Sell |
2,141
-49
| -2% | -$10.7K | 0.02% | 260 |
|
|
2022
Q3 | $452K | Sell |
2,190
-68
| -3% | -$15.3K | 0.03% | 254 |
|
|
2022
Q2 | $466K | Buy |
2,258
+32
| +1% | +$7.13K | 0.03% | 267 |
|
|
2022
Q1 | $569K | Hold |
2,226
| – | – | 0.03% | 254 |
|
|
2021
Q4 | $652K | Buy |
2,226
+31
| +1% | +$9.34K | 0.03% | 242 |
|
|
2021
Q3 | $644K | Buy |
2,195
+40
| +2% | +$12K | 0.04% | 230 |
|
|
2021
Q2 | $672K | Buy |
2,155
+84
| +4% | +$25.3K | 0.04% | 224 |
|
|
2021
Q1 | $623K | Sell |
2,071
-341
| -14% | -$106K | 0.04% | 228 |
|
|
2020
Q4 | $692K | Buy |
+2,412
| New | +$615K | 0.05% | 206 |
|
|
2020
Q2 | – | Sell |
-2,598
| Closed | -$411K | – | 296 |
|
|
2020
Q1 | $411K | Sell |
2,598
-5
| -0.2% | -$993 | 0.04% | 215 |
|
|
2019
Q4 | $558K | Sell |
2,603
-710
| -21% | -$144K | 0.05% | 214 |
|
|
2019
Q3 | $639K | Sell |
3,313
-504
| -13% | -$99.9K | 0.06% | 199 |
|
|
2019
Q2 | $767K | Sell |
3,817
-792
| -17% | -$157K | 0.07% | 190 |
|
|
2019
Q1 | $906K | Buy |
4,609
+1,415
| +44% | +$269K | 0.09% | 179 |
|
|
2018
Q4 | $537K | Sell |
3,194
-1,622
| -34% | -$303K | 0.06% | 209 |
|
|
2018
Q3 | $1.04M | Sell |
4,816
-500
| -9% | -$107K | 0.11% | 175 |
|
|
2018
Q2 | $1.09M | Buy |
5,316
+2,565
| +93% | +$513K | 0.12% | 170 |
|
|
2018
Q1 | $524K | Buy |
2,751
+31
| +1% | +$5.95K | 0.06% | 220 |
|
|
2017
Q4 | $508K | Buy |
2,720
+736
| +37% | +$134K | 0.06% | 230 |
|
|
2017
Q3 | $355K | Buy |
1,984
+266
| +15% | +$45.2K | 0.04% | 263 |
|
|
2017
Q2 | $290K | Buy |
1,718
+2
| +0.1% | +$329 | 0.04% | 284 |
|
|
2017
Q1 | $277K | Sell |
1,716
-392
| -19% | -$62.2K | 0.04% | 277 |
|
|
2016
Q4 | $325K | Hold |
2,108
| – | – | 0.05% | 249 |
|
|
2016
Q3 | $314K | Buy |
2,108
+476
| +29% | +$69.4K | 0.05% | 234 |
|
|
2016
Q2 | $224K | Sell |
1,632
-141
| -8% | -$19K | 0.03% | 265 |
|
|
2016
Q1 | $235K | Sell |
1,773
-116
| -6% | -$14.5K | 0.04% | 267 |
|
|
2015
Q4 | $263K | Sell |
1,889
-583
| -24% | -$82.7K | 0.04% | 245 |
|
|
2015
Q3 | $331K | Buy |
2,472
+45
| +2% | +$6.67K | 0.06% | 223 |
|
|
2015
Q2 | $375K | Buy |
+2,427
| New | +$372K | 0.06% | 215 |
|
Other funds holding IWO
B
CCWM
TCIIS
First National Trust's IWO Position: Q1 2026 in Review
First National Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 81% in Q1 2026, buying an estimated $227K and bringing the position to 1,528 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #304.
First National Trust first reported a position in IWO in Q2 2015 and has held it in 31 quarters since. The position peaked at $1.09M in Q2 2018. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.
- First National Trust held 1,528 shares of iShares Russell 2000 Growth ETF worth $480K as of Q1 2026.
- First National Trust bought 682 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $227K.
- iShares Russell 2000 Growth ETF made up 0.02% of First National Trust's portfolio in Q1 2026, its #304 holding.
- First National Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and has held it in 31 quarters since.
- First National Trust's iShares Russell 2000 Growth ETF position peaked at $1.09M in Q2 2018.
- 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.
Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.