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 Q3	$3.67M	Sell	10,296 -537	-5%	-$203K	0.04%	232
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

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

Midwest Trust's IWO Position: Q3 2026 in Review

Midwest Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5% in Q3 2026, selling an estimated $203K and leaving 10,296 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #232.

Midwest Trust first reported a position in IWO in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.27M in Q2 2026. 469 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Midwest Trust held 10,296 shares of iShares Russell 2000 Growth ETF worth $3.67M as of Q3 2026.
Midwest Trust sold 537 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $203K.
iShares Russell 2000 Growth ETF made up 0.04% of Midwest Trust's portfolio in Q3 2026, its #232 holding.
Midwest Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Russell 2000 Growth ETF position peaked at $4.27M in Q2 2026.
469 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.