Trust Company of Vermont’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Trust Company of Vermont’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	$502K	Buy	+1,273	New	+$465K	0.02%	265
2025 Q4	$342K	Buy	1,058 +70	+7%	+$22.8K	0.01%	293
2025 Q3	$316K	Buy	988 +53	+6%	+$16K	0.01%	298
2025 Q2	$267K	Hold	935	–	–	0.01%	310
2025 Q1	$239K	Hold	935	–	–	0.01%	319
2024 Q4	$269K	Sell	935 -35	-4%	-$10.4K	0.01%	307
2024 Q3	$275K	Hold	970	–	–	0.01%	296
2024 Q2	$255K	Hold	970	–	–	0.01%	293
2024 Q1	$263K	Hold	970	–	–	0.01%	282
2023 Q4	$245K	Hold	970	–	–	0.02%	268
2023 Q3	$217K	Hold	970	–	–	0.01%	289
2023 Q2	$235K	Buy	970 +6	+0.6%	+$1.38K	0.02%	290
2023 Q1	$219K	Buy	964 +140	+17%	+$32K	0.02%	297
2022 Q4	$177K	Sell	824 -7	-0.8%	-$1.53K	0.01%	316
2022 Q3	$171K	Sell	831 -16	-2%	-$3.6K	0.01%	317
2022 Q2	$175K	Hold	847	–	–	0.01%	313
2022 Q1	$217K	Hold	847	–	–	0.01%	303
2021 Q4	$248K	Hold	847	–	–	0.02%	295
2021 Q3	$249K	Sell	847 -20	-2%	-$6.01K	0.02%	283
2021 Q2	$270K	Buy	867 +20	+2%	+$6.02K	0.02%	280
2021 Q1	$255K	Buy	847 +153	+22%	+$47.5K	0.02%	278
2020 Q4	$199K	Buy	694 +194	+39%	+$49.4K	0.02%	292
2020 Q3	$111K	Sell	500 -117	-19%	-$25.6K	0.01%	335
2020 Q2	$128K	Sell	617 -300	-33%	-$56.1K	0.01%	331
2020 Q1	$145K	Hold	917	–	–	0.01%	311
2019 Q4	$196K	Hold	917	–	–	0.01%	322
2019 Q3	$177K	Hold	917	–	–	0.01%	337
2019 Q2	$184K	Buy	917 +117	+15%	+$23.1K	0.02%	326
2019 Q1	$157K	Hold	800	–	–	0.01%	340
2018 Q4	$134K	Hold	800	–	–	0.01%	347
2018 Q3	$172K	Sell	800 -29	-3%	-$6.18K	0.01%	343
2018 Q2	$169K	Buy	829 +500	+152%	+$100K	0.02%	344
2018 Q1	$63K	Buy	329 +29	+10%	+$5.57K	0.01%	464
2017 Q4	$56K	Hold	300	–	–	0.01%	485
2017 Q3	$54K	Hold	300	–	–	0.01%	486
2017 Q2	$51K	Sell	300 -119	-28%	-$19.6K	0.01%	497
2017 Q1	$68K	Hold	419	–	–	0.01%	445
2016 Q4	$65K	Buy	419 +119	+40%	+$17.8K	0.01%	442
2016 Q3	$45K	Hold	300	–	–	0.01%	442
2016 Q2	$41K	Hold	300	–	–	0.01%	410
2016 Q1	$40K	Hold	300	–	–	0.01%	417
2015 Q4	$42K	Sell	300 -23	-7%	-$3.26K	0.01%	416
2015 Q3	$43K	Hold	323	–	–	0.01%	421
2015 Q2	$50K	Buy	323 +23	+8%	+$3.52K	0.01%	402
2015 Q1	$45K	Hold	300	–	–	0.01%	409
2014 Q4	$43K	Hold	300	–	–	0.01%	419
2014 Q3	$39K	Sell	300 -30	-9%	-$4.02K	0.01%	434
2014 Q2	$46K	Hold	330	–	–	0.01%	391
2014 Q1	$45K	Hold	330	–	–	0.01%	389
2013 Q4	$45K	Hold	330	–	–	0.01%	372
2013 Q3	$42K	Hold	330	–	–	0.01%	366
2013 Q2	$37K	Buy	+330	New	+$36K	0.01%	377

Other funds holding IWO

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Trust Company of Vermont's IWO Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 1,273 shares worth $502K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IWO as recently as Q4 2025.

Trust Company of Vermont first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. 710 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Trust Company of Vermont held 1,273 shares of iShares Russell 2000 Growth ETF worth $502K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Trust Company of Vermont position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Trust Company of Vermont's portfolio in Q2 2026, its #265 holding.
Trust Company of Vermont first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
710 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.