MT
IWO icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Midwest Trust's IWO Position: Q1 2026 in Review

Midwest Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6% in Q1 2026, selling an estimated $221K and leaving 10,432 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #241.

Midwest Trust first reported a position in IWO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.65M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Midwest Trust held 10,432 shares of iShares Russell 2000 Growth ETF worth $3.27M as of Q1 2026.
  • Midwest Trust sold 664 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $221K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Midwest Trust's portfolio in Q1 2026, its #241 holding.
  • Midwest Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's iShares Russell 2000 Growth ETF position peaked at $3.65M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.