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

Midwest Trust’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 		$4.27M Buy
10,833
+401
+4% +$146K 0.05% 221
2026
Q1 		$3.27M Sell
10,432
-664
-6% -$221K 0.04% 241
2025
Q4 		$3.58M Sell
11,096
-301
-3% -$97.9K 0.04% 233
2025
Q3 		$3.65M Sell
11,397
-303
-3% -$91.4K 0.05% 235
2025
Q2 		$3.34M Buy
+11,700
New +$3.08M 0.05% 237

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

Midwest Trust's IWO Position: Q2 2026 in Review

Midwest Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q2 2026, buying an estimated $146K and bringing the position to 10,833 shares worth $4.27M. The position accounts for 0.05% of the portfolio, ranked #221.

Midwest Trust first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Midwest Trust held 10,833 shares of iShares Russell 2000 Growth ETF worth $4.27M as of Q2 2026.
  • Midwest Trust bought 401 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $146K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Midwest Trust's portfolio in Q2 2026, its #221 holding.
  • Midwest Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.