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UMB Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

UMB Bank’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 		$1.73M Sell
4,401
-63
-1% -$23K 0.02% 288
2026
Q1 		$1.4M Sell
4,464
-268
-6% -$89.2K 0.02% 314
2025
Q4 		$1.53M Sell
4,732
-177
-4% -$57.6K 0.02% 301
2025
Q3 		$1.57M Sell
4,909
-222
-4% -$67K 0.02% 265
2025
Q2 		$1.47M Sell
5,131
-1,014
-17% -$267K 0.02% 278
2025
Q1 		$1.57M Sell
6,145
-114
-2% -$32.2K 0.03% 260
2024
Q4 		$1.8M Hold
6,259
– – 0.03% 246
2024
Q3 		$1.78M Sell
6,259
-403
-6% -$110K 0.03% 254
2024
Q2 		$1.75M Sell
6,662
-363
-5% -$94.2K 0.03% 252
2024
Q1 		$1.9M Sell
7,025
-183
-3% -$46.8K 0.03% 248
2023
Q4 		$1.82M Sell
7,208
-169
-2% -$38.1K 0.03% 257
2023
Q3 		$1.65M Buy
7,377
+35
+0.5% +$8.38K 0.03% 266
2023
Q2 		$1.78M Buy
7,342
+133
+2% +$30.5K 0.03% 269
2023
Q1 		$1.64M Sell
7,209
-233
-3% -$53.3K 0.03% 279
2022
Q4 		$1.6M Sell
7,442
-219
-3% -$48K 0.03% 279
2022
Q3 		$1.58M Sell
7,661
-608
-7% -$137K 0.03% 284
2022
Q2 		$1.71M Sell
8,269
-301
-4% -$67.1K 0.03% 298
2022
Q1 		$2.19M Sell
8,570
-719
-8% -$184K 0.03% 286
2021
Q4 		$2.72M Buy
9,289
+1,150
+14% +$347K 0.03% 261
2021
Q3 		$2.39M Sell
8,139
-468
-5% -$141K 0.05% 183
2021
Q2 		$2.68M Buy
8,607
+379
+5% +$114K 0.06% 171
2021
Q1 		$2.48M Sell
8,228
-498
-6% -$155K 0.06% 170
2020
Q4 		$2.5M Sell
8,726
-1,128
-11% -$287K 0.07% 164
2020
Q3 		$2.04M Hold
9,854
– – 0.06% 170
2020
Q2 		$2.04M Buy
9,854
+1,526
+18% +$285K 0.06% 170
2020
Q1 		$1.32M Sell
8,328
-2,486
-23% -$494K 0.05% 189
2019
Q4 		$2.32M Sell
10,814
-167
-2% -$33.9K 0.06% 169
2019
Q3 		$2.12K Sell
10,981
-956
-8% -$190K 0.05% 174
2019
Q2 		$2.4K Sell
11,937
-486
-4% -$96.1K 0.06% 165
2019
Q1 		$2.44M Sell
12,423
-197
-2% -$37.5K 0.07% 158
2018
Q4 		$2.12K Buy
12,620
+634
+5% +$118K 0.06% 158
2018
Q3 		$2.58M Sell
11,986
-406
-3% -$86.6K 0.08% 152
2018
Q2 		$2.53M Sell
12,392
-109
-0.9% -$21.8K 0.08% 149
2018
Q1 		$2.38M Buy
12,501
+137
+1% +$26.3K 0.08% 154
2017
Q4 		$2.31M Sell
12,364
-62
-0.5% -$11.3K 0.08% 157
2017
Q3 		$2.22M Sell
12,426
-1,133
-8% -$192K 0.08% 152
2017
Q2 		$2.29M Buy
13,559
+179
+1% +$29.5K 0.08% 150
2017
Q1 		$2.16M Buy
13,380
+42
+0.3% +$6.67K 0.08% 155
2016
Q4 		$2.05M Buy
13,338
+424
+3% +$63.3K 0.08% 156
2016
Q3 		$1.92M Sell
12,914
-436
-3% -$63.5K 0.08% 161
2016
Q2 		$1.83M Buy
13,350
+576
+5% +$77.7K 0.08% 158
2016
Q1 		$1.69M Buy
12,774
+4,267
+50% +$532K 0.07% 160
2015
Q4 		$1.19M Buy
+8,507
New +$1.21M 0.05% 187

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

UMB Bank's IWO Position: Q2 2026 in Review

UMB Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q2 2026, selling an estimated $23K and leaving 4,401 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #288.

UMB Bank first reported a position in IWO in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.72M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • UMB Bank held 4,401 shares of iShares Russell 2000 Growth ETF worth $1.73M as of Q2 2026.
  • UMB Bank sold 63 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $23K.
  • iShares Russell 2000 Growth ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #288 holding.
  • UMB Bank first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares Russell 2000 Growth ETF position peaked at $2.72M in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.