Missouri Trust & Investment Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Missouri Trust & Investment Company’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	–	Sell	-30	Closed	-$9.41K	–	261
2026 Q1	$9.41K	Hold	30	–	–	﹤0.01%	337
2025 Q4	$9.69K	Hold	30	–	–	﹤0.01%	325
2025 Q3	$9.6K	Hold	30	–	–	﹤0.01%	337
2025 Q2	$8.58K	Hold	30	–	–	﹤0.01%	331
2025 Q1	$7.67K	Hold	30	–	–	﹤0.01%	331
2024 Q4	$8.63K	Hold	30	–	–	﹤0.01%	325
2024 Q3	$8.52K	Hold	30	–	–	﹤0.01%	312
2024 Q2	$7.88K	Hold	30	–	–	﹤0.01%	314
2024 Q1	$8.12K	Hold	30	–	–	﹤0.01%	317
2023 Q4	$7.57K	Hold	30	–	–	﹤0.01%	316
2023 Q3	$6.72K	Hold	30	–	–	﹤0.01%	322
2023 Q2	$7.28K	Hold	30	–	–	﹤0.01%	345
2023 Q1	$6.8K	Hold	30	–	–	﹤0.01%	278
2022 Q4	$6K	Hold	30	–	–	﹤0.01%	273
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	275
2022 Q2	$6K	Hold	30	–	–	﹤0.01%	289
2022 Q1	$8K	Hold	30	–	–	﹤0.01%	283
2021 Q4	$9K	Buy	+30	New	+$9.04K	0.01%	307

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Missouri Trust & Investment Company's IWO Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 30 shares — an estimated $9.41K sold.

Missouri Trust & Investment Company first reported a position in IWO in Q4 2021 and held it in 18 quarters. The position peaked at $9.69K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Missouri Trust & Investment Company reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 30 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $9.41K.
Missouri Trust & Investment Company first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's iShares Russell 2000 Growth ETF position peaked at $9.69K in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.