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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

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

First Nebraska Trust's IWO Position: Q2 2026 in Review

First Nebraska Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 688 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #205.

First Nebraska Trust first reported a position in IWO in Q1 2021 and has held it in 8 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First Nebraska Trust held 688 shares of iShares Russell 2000 Growth ETF worth $271K as of Q2 2026.
First Nebraska Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of First Nebraska Trust's portfolio in Q2 2026, its #205 holding.
First Nebraska Trust first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 8 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.