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

MidFirst 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 		$9.24M Sell
23,443
-248
-1% -$90.5K 0.66% 42
2026
Q1 		$7.43M Buy
23,691
+638
+3% +$212K 0.62% 46
2025
Q4 		$7.45M Buy
+23,053
New +$7.5M 0.59% 45

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MidFirst Bank's IWO Position: Q2 2026 in Review

MidFirst Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1% in Q2 2026, selling an estimated $90.5K and leaving 23,443 shares worth $9.24M. The position accounts for 0.66% of the portfolio, ranked #42.

MidFirst Bank first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 964 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • MidFirst Bank held 23,443 shares of iShares Russell 2000 Growth ETF worth $9.24M as of Q2 2026.
  • MidFirst Bank sold 248 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $90.5K.
  • iShares Russell 2000 Growth ETF made up 0.66% of MidFirst Bank's portfolio in Q2 2026, its #42 holding.
  • MidFirst Bank first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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