First Nebraska Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Nebraska 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
2026 Q3	$246K	Hold	688	–	–	0.02%	211
2026 Q2	$271K	Hold	688	–	–	0.02%	205
2026 Q1	$216K	Hold	688	–	–	0.02%	210
2025 Q4	$222K	Hold	688	–	–	0.02%	205
2025 Q3	$220K	Buy	+688	New	+$208K	0.02%	193
2022 Q1	–	Sell	-688	Closed	-$202K	–	181
2021 Q4	$202K	Hold	688	–	–	0.02%	178
2021 Q3	$202K	Hold	688	–	–	0.03%	171
2021 Q2	$214K	Hold	688	–	–	0.03%	164
2021 Q1	$207K	Buy	+688	New	+$214K	0.03%	167

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

First Nebraska Trust's IWO Position: Q3 2026 in Review

First Nebraska Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 688 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #211.

First Nebraska Trust first reported a position in IWO in Q1 2021 and has held it in 9 quarters since. The position peaked at $271K in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

First Nebraska Trust held 688 shares of iShares Russell 2000 Growth ETF worth $246K as of Q3 2026.
First Nebraska Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.02% of First Nebraska Trust's portfolio in Q3 2026, its #211 holding.
First Nebraska Trust first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 9 quarters since.
First Nebraska Trust's iShares Russell 2000 Growth ETF position peaked at $271K in Q2 2026.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on First Nebraska Trust's 13F filing for Q3 2026, filed 30 Oct 2026.