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

Webster 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	$167K	Sell	425 -2	-0.5%	-$730	0.01%	248
2026 Q1	$134K	Hold	427	–	–	0.01%	271
2025 Q4	$138K	Hold	427	–	–	0.01%	252
2025 Q3	$137K	Hold	427	–	–	0.01%	249
2025 Q2	$122K	Sell	427 -32	-7%	-$8.42K	0.01%	256
2025 Q1	$117K	Hold	459	–	–	0.01%	261
2024 Q4	$132K	Hold	459	–	–	0.01%	258
2024 Q3	$130K	Hold	459	–	–	0.01%	259
2024 Q2	$121K	Hold	459	–	–	0.01%	253
2024 Q1	$124K	Hold	459	–	–	0.01%	250
2023 Q4	$116K	Buy	459 +425	+1,250%	+$95.8K	0.01%	254
2023 Q3	$7.62K	Buy	34 +2	+6%	+$479	﹤0.01%	483
2023 Q2	$7.76K	Hold	32	–	–	﹤0.01%	477
2023 Q1	$7.26K	Buy	+32	New	+$7.32K	﹤0.01%	500
2018 Q1	–	Sell	-4	Closed	-$1K	–	550
2017 Q4	$1K	Hold	4	–	–	﹤0.01%	553
2017 Q3	$1K	Hold	4	–	–	﹤0.01%	525
2017 Q2	$1K	Buy	+4	New	+$658	﹤0.01%	544
2014 Q1	–	Sell	-2,375	Closed	-$322K	–	215
2013 Q4	$322K	Buy	+2,375	New	+$308K	0.05%	163

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

Webster Bank's IWO Position: Q2 2026 in Review

Webster Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.47% in Q2 2026, selling an estimated $730 and leaving 425 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #248.

Webster Bank first reported a position in IWO in Q4 2013 and has held it in 18 quarters since. The position peaked at $322K in Q4 2013. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Webster Bank held 425 shares of iShares Russell 2000 Growth ETF worth $167K as of Q2 2026.
Webster Bank sold 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
iShares Russell 2000 Growth ETF made up 0.01% of Webster Bank's portfolio in Q2 2026, its #248 holding.
Webster Bank first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 18 quarters since.
Webster Bank's iShares Russell 2000 Growth ETF position peaked at $322K in Q4 2013.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.