Trust Point Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Trust Point Inc’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	$1.86M	Sell	4,724 -10	-0.2%	-$3.65K	0.16%	77
2026 Q1	$1.49M	Sell	4,734 -71	-1%	-$23.6K	0.13%	89
2025 Q4	$1.55M	Hold	4,805	–	–	0.12%	82
2025 Q3	$1.54M	Sell	4,805 -142	-3%	-$42.8K	0.12%	83
2025 Q2	$1.41M	Sell	4,947 -974	-16%	-$256K	0.13%	82
2025 Q1	$1.51M	Sell	5,921 -81	-1%	-$22.9K	0.14%	82
2024 Q4	$1.73M	Sell	6,002 -5	-0.1%	-$1.48K	0.12%	85
2024 Q3	$1.71M	Sell	6,007 -15	-0.2%	-$4.11K	0.13%	83
2024 Q2	$1.58M	Sell	6,022 -6	-0.1%	-$1.56K	0.13%	81
2024 Q1	$1.63M	Sell	6,028 -244	-4%	-$62.3K	0.13%	85
2023 Q4	$1.58M	Buy	+6,272	New	+$1.41M	0.13%	80

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

Trust Point Inc's IWO Position: Q2 2026 in Review

Trust Point Inc reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.21% in Q2 2026, selling an estimated $3.65K and leaving 4,724 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #77.

Trust Point Inc first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Trust Point Inc held 4,724 shares of iShares Russell 2000 Growth ETF worth $1.86M as of Q2 2026.
Trust Point Inc sold 10 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 Growth ETF made up 0.16% of Trust Point Inc's portfolio in Q2 2026, its #77 holding.
Trust Point Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.