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Mechanics Bank - Trust Department’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mechanics Bank - Trust Department’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 		$7.29M Buy
18,505
+41
+0.2% +$15K 0.9% 32
2026
Q1 		$5.79M Buy
18,464
+355
+2% +$118K 0.8% 34
2025
Q4 		$5.85M Sell
18,109
-577
-3% -$188K 0.77% 36
2025
Q3 		$5.98M Sell
18,686
-8
-0% -$2.41K 0.84% 34
2025
Q2 		$5.34M Sell
18,694
-4,510
-19% -$1.19M 0.77% 34
2025
Q1 		$5.93M Sell
23,204
-494
-2% -$139K 0.81% 33
2024
Q4 		$6.82M Sell
23,698
-615
-3% -$182K 0.91% 32
2024
Q3 		$6.9M Sell
24,313
-25
-0.1% -$6.85K 0.92% 31
2024
Q2 		$6.39M Sell
24,338
-1,400
-5% -$363K 0.91% 33
2024
Q1 		$6.97M Sell
25,738
-881
-3% -$225K 1.02% 32
2023
Q4 		$6.71M Buy
26,619
+8
+0% +$1.8K 1.05% 29
2023
Q3 		$5.96M Sell
26,611
-101
-0.4% -$24.2K 1% 30
2023
Q2 		$6.48M Sell
26,712
-418
-2% -$95.8K 1.03% 28
2023
Q1 		$6.15M Sell
27,130
-106
-0.4% -$24.2K 1.04% 29
2022
Q4 		$5.84M Sell
27,236
-366
-1% -$80.2K 1.01% 29
2022
Q3 		$5.7M Sell
27,602
-184
-0.7% -$41.4K 1.08% 28
2022
Q2 		$5.73M Sell
27,786
-1,052
-4% -$235K 1.02% 28
2022
Q1 		$7.38M Sell
28,838
-1,386
-5% -$355K 1.14% 25
2021
Q4 		$8.86M Buy
30,224
+319
+1% +$96.1K 1.31% 22
2021
Q3 		$8.78M Sell
29,905
-825
-3% -$248K 1.42% 19
2021
Q2 		$9.58M Buy
30,730
+1,882
+7% +$566K 1.57% 14
2021
Q1 		$8.68M Sell
28,848
-315
-1% -$97.8K 1.49% 17
2020
Q4 		$8.36M Sell
29,163
-675
-2% -$172K 1.5% 17
2020
Q3 		$6.61M Sell
29,838
-575
-2% -$126K 1.31% 22
2020
Q2 		$6.29M Sell
30,413
-490
-2% -$91.6K 1.32% 24
2020
Q1 		$4.89M Buy
30,903
+575
+2% +$114K 1.19% 29
2019
Q4 		$6.5M Sell
30,328
-125
-0.4% -$25.4K 1.27% 21
2019
Q3 		$5.87M Sell
30,453
-885
-3% -$175K 1.18% 22
2019
Q2 		$6.29M Sell
31,338
-755
-2% -$149K 1.42% 19
2019
Q1 		$6.31M Buy
32,093
+350
+1% +$66.6K 1.44% 18
2018
Q4 		$5.33M Sell
31,743
-2,115
-6% -$394K 1.35% 20
2018
Q3 		$7.28M Sell
33,858
-1,112
-3% -$237K 1.56% 17
2018
Q2 		$7.14M Buy
34,970
+187
+0.5% +$37.4K 1.63% 16
2018
Q1 		$6.63M Buy
34,783
+735
+2% +$141K 1.56% 18
2017
Q4 		$6.36M Sell
34,048
-155
-0.5% -$28.3K 1.44% 19
2017
Q3 		$6.12M Sell
34,203
-160
-0.5% -$27.2K 1.46% 20
2017
Q2 		$5.8M Sell
34,363
-460
-1% -$75.7K 1.38% 21
2017
Q1 		$5.63M Sell
34,823
-4,585
-12% -$728K 1.38% 19
2016
Q4 		$6.07M Sell
39,408
-1,400
-3% -$209K 1.47% 17
2016
Q3 		$6.08M Buy
+40,808
New +$5.95M 1.48% 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

Mechanics Bank - Trust Department's IWO Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.22% in Q2 2026, buying an estimated $15K and bringing the position to 18,505 shares worth $7.29M. The position accounts for 0.9% of the portfolio, ranked #32.

Mechanics Bank - Trust Department first reported a position in IWO in Q3 2016 and has held it in 40 quarters since. The position peaked at $9.58M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Mechanics Bank - Trust Department held 18,505 shares of iShares Russell 2000 Growth ETF worth $7.29M as of Q2 2026.
  • Mechanics Bank - Trust Department bought 41 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $15K.
  • iShares Russell 2000 Growth ETF made up 0.9% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #32 holding.
  • Mechanics Bank - Trust Department first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 40 quarters since.
  • Mechanics Bank - Trust Department's iShares Russell 2000 Growth ETF position peaked at $9.58M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.