Bank of Ann Arbor’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bank of Ann Arbor’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	$495K	Buy	+1,386	New	+$523K	0.07%	151

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

Bank of Ann Arbor's IWO Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2026: 1,386 shares worth $495K. The stake represents 0.07% of the portfolio and ranks #151 among its holdings.

955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Bank of Ann Arbor held 1,386 shares of iShares Russell 2000 Growth ETF worth $495K as of Q3 2026.
iShares Russell 2000 Growth ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.07% of Bank of Ann Arbor's portfolio in Q3 2026, its #151 holding.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.