Sanibel Captiva Trust Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sanibel Captiva 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	$406K	Buy	1,030 +51	+5%	+$18.6K	0.01%	360
2026 Q1	$307K	Buy	979 +175	+22%	+$58.2K	0.01%	377
2025 Q4	$260K	Hold	804	–	–	0.01%	379
2025 Q3	$257K	Sell	804 -96	-11%	-$29K	0.01%	369
2025 Q2	$257K	Hold	900	–	–	0.01%	365
2025 Q1	$230K	Sell	900 -7	-0.8%	-$1.98K	0.01%	367
2024 Q4	$261K	Sell	907 -133	-13%	-$39.3K	0.01%	350
2024 Q3	$295K	Buy	+1,040	New	+$285K	0.01%	329

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

Sanibel Captiva Trust Company's IWO Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Russell 2000 Growth ETF (IWO) stake by 5.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,030 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #360.

Sanibel Captiva Trust Company first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sanibel Captiva Trust Company held 1,030 shares of iShares Russell 2000 Growth ETF worth $406K as of Q2 2026.
Sanibel Captiva Trust Company bought 51 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $18.6K.
iShares Russell 2000 Growth ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #360 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.