Perkins Coie Trust Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Perkins Coie Trust 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	$52K	Hold	132	–	–	0.01%	161
2026 Q1	$41.4K	Sell	132 -8	-6%	-$2.66K	0.01%	174
2025 Q4	$45.2K	Hold	140	–	–	0.01%	174
2025 Q3	$44.8K	Hold	140	–	–	0.01%	168
2025 Q2	$40K	Hold	140	–	–	0.01%	202
2025 Q1	$35.8K	Hold	140	–	–	0.01%	200
2024 Q4	$40.3K	Hold	140	–	–	0.01%	192
2024 Q3	$39.8K	Hold	140	–	–	0.01%	195
2024 Q2	$36.8K	Hold	140	–	–	0.01%	198
2024 Q1	$37.9K	Hold	140	–	–	0.01%	171
2023 Q4	$35.3K	Hold	140	–	–	0.01%	170
2023 Q3	$31.4K	Hold	140	–	–	0.01%	176
2023 Q2	$34K	Hold	140	–	–	0.01%	140
2023 Q1	$31.8K	Hold	140	–	–	0.01%	147
2022 Q4	$30K	Hold	140	–	–	0.01%	143
2022 Q3	$29K	Hold	140	–	–	0.01%	150
2022 Q2	$29K	Hold	140	–	–	0.01%	149
2022 Q1	$36K	Hold	140	–	–	0.01%	150
2021 Q4	$41K	Hold	140	–	–	0.01%	152
2021 Q3	$41K	Sell	140 -75	-35%	-$22.5K	0.01%	159
2021 Q2	$67K	Hold	215	–	–	0.02%	140
2021 Q1	$65K	Hold	215	–	–	0.02%	135
2020 Q4	$62K	Hold	215	–	–	0.02%	143
2020 Q3	$48K	Hold	215	–	–	0.02%	146
2020 Q2	$44K	Hold	215	–	–	0.02%	157
2020 Q1	$34K	Hold	215	–	–	0.02%	178
2019 Q4	$46K	Hold	215	–	–	0.02%	179
2019 Q3	$41K	Hold	215	–	–	0.02%	182
2019 Q2	$43K	Hold	215	–	–	0.02%	178
2019 Q1	$42K	Hold	215	–	–	0.02%	174
2018 Q4	$36K	Hold	215	–	–	0.02%	180
2018 Q3	$46K	Hold	215	–	–	0.02%	176
2018 Q2	$44K	Hold	215	–	–	0.02%	176
2018 Q1	$41K	Hold	215	–	–	0.02%	183
2017 Q4	$40K	Sell	215 -50	-19%	-$9.13K	0.02%	189
2017 Q3	$47K	Hold	265	–	–	0.02%	176
2017 Q2	$45K	Hold	265	–	–	0.02%	178
2017 Q1	$43K	Hold	265	–	–	0.03%	165
2016 Q4	$41K	Buy	+265	New	+$39.6K	0.02%	169

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Perkins Coie Trust Company's IWO Position: Q2 2026 in Review

Perkins Coie Trust Company held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 132 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #161.

Perkins Coie Trust Company first reported a position in IWO in Q4 2016 and has held it in 39 quarters since. The position peaked at $67K in Q2 2021. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Perkins Coie Trust Company held 132 shares of iShares Russell 2000 Growth ETF worth $52K as of Q2 2026.
Perkins Coie Trust Company left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #161 holding.
Perkins Coie Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
Perkins Coie Trust Company's iShares Russell 2000 Growth ETF position peaked at $67K in Q2 2021.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.