InvesTrust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

InvesTrust’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	$6.27M	Hold	17,580	–	–	2.54%	11
2026 Q2	$6.93M	Sell	17,580 -10	-0.1%	-$3.65K	2.67%	8
2026 Q1	$5.52M	Sell	17,590 -15	-0.1%	-$4.99K	2.32%	13
2025 Q4	$5.69M	Sell	17,605 -984	-5%	-$320K	2.2%	14
2025 Q3	$5.95M	Sell	18,589 -16	-0.1%	-$4.83K	2.18%	12
2025 Q2	$5.32M	Sell	18,605 -5	-0%	-$1.32K	2.05%	14
2025 Q1	$4.76M	Buy	18,610 +4	+0%	+$1.13K	1.3%	40
2024 Q4	$5.36M	Buy	+18,606	New	+$5.5M	1.49%	37

Other funds holding IWO

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

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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

InvesTrust's IWO Position: Q3 2026 in Review

InvesTrust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 17,580 shares worth $6.27M. The position accounts for 2.54% of the portfolio, ranked #11.

InvesTrust first reported a position in IWO in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.93M in Q2 2026. 469 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

InvesTrust held 17,580 shares of iShares Russell 2000 Growth ETF worth $6.27M as of Q3 2026.
InvesTrust left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 2.54% of InvesTrust's portfolio in Q3 2026, its #11 holding.
InvesTrust first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's iShares Russell 2000 Growth ETF position peaked at $6.93M in Q2 2026.
469 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.