Independence Bank of Kentucky’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Independence Bank of Kentucky’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	$479K	Buy	1,215 +40	+3%	+$14.6K	0.05%	218
2026 Q1	$369K	Buy	1,175 +38	+3%	+$12.6K	0.05%	231
2025 Q4	$367K	Buy	1,137 +100	+10%	+$32.5K	0.05%	231
2025 Q3	$332K	Buy	1,037 +300	+41%	+$90.5K	0.04%	245
2025 Q2	$211K	Buy	737 +1	+0.1%	+$263	0.03%	271
2025 Q1	$188K	Hold	736	–	–	0.03%	276
2024 Q4	$212K	Hold	736	–	–	0.03%	274
2024 Q3	$209K	Sell	736 -55	-7%	-$15.1K	0.04%	246
2024 Q2	$208K	Hold	791	–	–	0.06%	223
2024 Q1	$214K	Sell	791 -155	-16%	-$39.6K	0.06%	213
2023 Q4	$239K	Hold	946	–	–	0.08%	185
2023 Q3	$212K	Hold	946	–	–	0.09%	167
2023 Q2	$230K	Hold	946	–	–	0.09%	156
2023 Q1	$215K	Hold	946	–	–	0.09%	155
2022 Q4	$203K	Sell	946 -119	-11%	-$26.1K	0.09%	154
2022 Q3	$220K	Sell	1,065 -13	-1%	-$2.93K	0.11%	137
2022 Q2	$222K	Hold	1,078	–	–	0.1%	140
2022 Q1	$276K	Buy	1,078 +451	+72%	+$115K	0.11%	143
2021 Q4	$184K	Sell	627 -23	-4%	-$6.93K	0.08%	159
2021 Q3	$191K	Sell	650 -33	-5%	-$9.91K	0.08%	154
2021 Q2	$213K	Buy	683 +80	+13%	+$24.1K	0.09%	149
2021 Q1	$181K	Buy	603 +335	+125%	+$104K	0.09%	150
2020 Q4	$77K	Hold	268	–	–	0.04%	200
2020 Q3	$59K	Buy	268 +88	+49%	+$19.3K	0.03%	203
2020 Q2	$37K	Hold	180	–	–	0.02%	219
2020 Q1	$28K	Hold	180	–	–	0.02%	220
2019 Q4	$39K	Hold	180	–	–	0.03%	226
2019 Q3	$35K	Hold	180	–	–	0.02%	227
2019 Q2	$36K	Hold	180	–	–	0.03%	200
2019 Q1	$35K	Buy	180 +58	+48%	+$11K	0.03%	201
2018 Q4	$20K	Hold	122	–	–	0.02%	225
2018 Q3	$26K	Hold	122	–	–	0.02%	223
2018 Q2	$25K	Sell	122 -14	-10%	-$2.8K	0.02%	208
2018 Q1	$26K	Buy	136 +122	+871%	+$23.4K	0.02%	208
2017 Q4	$3K	Buy	+14	New	+$2.56K	﹤0.01%	309

Other funds holding IWO

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independence Bank of Kentucky's IWO Position: Q2 2026 in Review

Independence Bank of Kentucky increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.4% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,215 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #218.

Independence Bank of Kentucky first reported a position in IWO in Q4 2017 and has held it in 35 quarters since. 901 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Independence Bank of Kentucky held 1,215 shares of iShares Russell 2000 Growth ETF worth $479K as of Q2 2026.
Independence Bank of Kentucky bought 40 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $14.6K.
iShares Russell 2000 Growth ETF made up 0.05% of Independence Bank of Kentucky's portfolio in Q2 2026, its #218 holding.
Independence Bank of Kentucky first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
901 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.