MBT
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Montecito Bank & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Montecito Bank & 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 		$4.47M Sell
11,340
-428
-4% -$156K 0.67% 40
2026
Q1 		$3.69M Sell
11,768
-30
-0.3% -$9.98K 0.61% 43
2025
Q4 		$3.81M Sell
11,798
-114
-1% -$37.1K 0.61% 40
2025
Q3 		$3.81M Buy
+11,912
New +$3.59M 0.59% 38
2025
Q1 		$3.37M Hold
13,182
– – 0.6% 40
2024
Q4 		$3.79M Hold
13,182
– – 0.66% 35
2024
Q3 		$3.74M Sell
13,182
-294
-2% -$80.5K 0.64% 37
2024
Q2 		$3.54M Sell
13,476
-498
-4% -$129K 0.72% 35
2024
Q1 		$3.78M Sell
13,974
-1,869
-12% -$478K 0.76% 32
2023
Q4 		$4M Sell
15,843
-234
-1% -$52.7K 0.86% 32
2023
Q3 		$3.6M Sell
16,077
-167
-1% -$40K 0.84% 31
2023
Q2 		$3.94M Sell
16,244
-113
-0.7% -$25.9K 0.9% 28
2023
Q1 		$3.71M Sell
16,357
-182
-1% -$41.6K 0.88% 26
2022
Q4 		$3.55M Sell
16,539
-147
-0.9% -$32.2K 0.86% 28
2022
Q3 		$3.45M Sell
16,686
-817
-5% -$184K 0.9% 28
2022
Q2 		$3.61M Sell
17,503
-1,300
-7% -$290K 0.86% 30
2022
Q1 		$4.81M Sell
18,803
-220
-1% -$56.3K 0.9% 29
2021
Q4 		$5.58M Sell
19,023
-83
-0.4% -$25K 0.99% 27
2021
Q3 		$5.61M Sell
19,106
-191
-1% -$57.4K 1.09% 24
2021
Q2 		$6.01M Sell
19,297
-81
-0.4% -$24.4K 1.15% 23
2021
Q1 		$5.83M Sell
19,378
-2,211
-10% -$686K 1.21% 22
2020
Q4 		$6.19M Buy
21,589
+240
+1% +$61.2K 1.36% 18
2020
Q3 		$4.73M Sell
21,349
-417
-2% -$91.3K 1.2% 20
2020
Q2 		$4.5M Sell
21,766
-514
-2% -$96.1K 1.24% 18
2020
Q1 		$3.52M Sell
22,280
-455
-2% -$90.3K 1.15% 17
2019
Q4 		$4.87M Sell
22,735
-440
-2% -$89.3K 1.31% 16
2019
Q3 		$4.47M Sell
23,175
-335
-1% -$66.4K 1.33% 15
2019
Q2 		$4.72M Sell
23,510
-281
-1% -$55.6K 1.43% 15
2019
Q1 		$4.68M Sell
23,791
-106
-0.4% -$20.2K 1.43% 16
2018
Q4 		$4.01M Sell
23,897
-1,334
-5% -$249K 1.39% 15
2018
Q3 		$5.43M Sell
25,231
-300
-1% -$64K 1.62% 13
2018
Q2 		$5.22M Buy
25,531
+310
+1% +$62K 1.67% 15
2018
Q1 		$4.81M Buy
25,221
+302
+1% +$58K 1.57% 15
2017
Q4 		$4.65M Sell
24,919
-50
-0.2% -$9.13K 1.51% 14
2017
Q3 		$4.47M Sell
24,969
-487
-2% -$82.7K 1.55% 14
2017
Q2 		$4.3M Sell
25,456
-706
-3% -$116K 1.55% 15
2017
Q1 		$4.23M Buy
26,162
+164
+0.6% +$26K 1.55% 15
2016
Q4 		$4M Sell
25,998
-1,255
-5% -$187K 1.4% 13
2016
Q3 		$4.06M Sell
27,253
-1,645
-6% -$240K 1.67% 12
2016
Q2 		$3.96M Sell
28,898
-4,202
-13% -$567K 1.67% 12
2016
Q1 		$4.39M Sell
33,100
-7,848
-19% -$979K 1.97% 10
2015
Q4 		$5.7M Buy
40,948
+2,919
+8% +$414K 2.69% 8
2015
Q3 		$5.09M Buy
38,029
+5,287
+16% +$783K 2.81% 8
2015
Q2 		$4.96M Hold
32,742
– – 2.46% 6
2015
Q1 		$4.96M Buy
32,742
+5,563
+20% +$811K 2.46% 6
2014
Q4 		$3.87M Buy
27,179
+241
+0.9% +$32.6K 2.03% 8
2014
Q3 		$3.49M Sell
26,938
-1,081
-4% -$145K 2.12% 6
2014
Q2 		$3.88M Sell
28,019
-1,739
-6% -$229K 2.34% 6
2014
Q1 		$4.05M Sell
29,758
-1,250
-4% -$171K 2.55% 6
2013
Q4 		$4.2M Buy
31,008
+319
+1% +$41.3K 2.62% 6
2013
Q3 		$3.86M Sell
30,689
-235
-0.8% -$28.3K 2.58% 6
2013
Q2 		$3.45M Buy
+30,924
New +$3.38M 2.32% 7

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

Montecito Bank & Trust's IWO Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.6% in Q2 2026, selling an estimated $156K and leaving 11,340 shares worth $4.47M. The position accounts for 0.67% of the portfolio, ranked #40.

Montecito Bank & Trust first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.19M in Q4 2020. 230 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Montecito Bank & Trust held 11,340 shares of iShares Russell 2000 Growth ETF worth $4.47M as of Q2 2026.
  • Montecito Bank & Trust sold 428 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $156K.
  • iShares Russell 2000 Growth ETF made up 0.67% of Montecito Bank & Trust's portfolio in Q2 2026, its #40 holding.
  • Montecito Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Montecito Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $6.19M in Q4 2020.
  • 230 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.