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Idaho Trust Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Idaho Trust Bank’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 		$6.34M Sell
16,104
-755
-4% -$275K 1.85% 17
2026
Q1 		$5.29M Sell
16,859
-5,646
-25% -$1.88M 1.72% 18
2025
Q4 		$7.27M Sell
22,505
-141
-0.6% -$45.9K 2.41% 12
2025
Q3 		$7.25M Buy
22,646
+3,304
+17% +$997K 2.44% 14
2025
Q2 		$5.53M Buy
19,342
+3,440
+22% +$905K 1.98% 18
2025
Q1 		$4.06M Buy
15,902
+245
+2% +$69.1K 1.66% 21
2024
Q4 		$4.51M Sell
15,657
-4,427
-22% -$1.31M 2.27% 19
2024
Q3 		$5.7M Buy
20,084
+3,752
+23% +$1.03M 2.75% 10
2024
Q2 		$4.29M Buy
+16,332
New +$4.24M 2.19% 16
2024
Q1 		– Sell
-16,406
Closed -$4.14M – 135
2023
Q4 		$4.14M Buy
16,406
+3,116
+23% +$702K 2.4% 13
2023
Q3 		$2.98M Buy
13,290
+808
+6% +$193K 1.94% 19
2023
Q2 		$3.03M Buy
+12,482
New +$2.86M 1.9% 18

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Idaho Trust Bank's IWO Position: Q2 2026 in Review

Idaho Trust Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.5% in Q2 2026, selling an estimated $275K and leaving 16,104 shares worth $6.34M. The position accounts for 1.85% of the portfolio, ranked #17.

Idaho Trust Bank first reported a position in IWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.27M in Q4 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Idaho Trust Bank held 16,104 shares of iShares Russell 2000 Growth ETF worth $6.34M as of Q2 2026.
  • Idaho Trust Bank sold 755 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $275K.
  • iShares Russell 2000 Growth ETF made up 1.85% of Idaho Trust Bank's portfolio in Q2 2026, its #17 holding.
  • Idaho Trust Bank first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Idaho Trust Bank's iShares Russell 2000 Growth ETF position peaked at $7.27M in Q4 2025.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.