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

WhitTier 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 		$15.4M Sell
39,839
-265
-0.7% -$96.7K 0.29% 74
2026
Q1 		$12.8M Hold
40,104
– – 0.26% 81
2025
Q4 		$13.5M Buy
40,104
+1,320
+3% +$429K 0.28% 76
2025
Q3 		$12.6M Buy
38,784
+297
+0.8% +$89.6K 0.27% 80
2025
Q2 		$11M Buy
38,487
+245
+0.6% +$64.5K 0.25% 89
2025
Q1 		$9.77M Buy
38,242
+537
+1% +$152K 0.25% 88
2024
Q4 		$10.9M Buy
37,705
+906
+2% +$268K 0.27% 84
2024
Q3 		$10.5M Hold
36,799
– – 0.27% 86
2024
Q2 		$9.66M Sell
36,799
-1,055
-3% -$274K 0.27% 85
2024
Q1 		$10.3M Buy
37,854
+65
+0.2% +$16.6K 0.29% 82
2023
Q4 		$9.53M Sell
37,789
-152
-0.4% -$34.3K 0.31% 84
2023
Q3 		$8.5M Sell
37,941
-574
-1% -$137K 0.3% 79
2023
Q2 		$9.35M Hold
38,515
– – 0.32% 78
2023
Q1 		$8.74M Sell
38,515
-370
-1% -$84.6K 0.32% 78
2022
Q4 		$8.34M Sell
38,885
-674
-2% -$148K 0.33% 70
2022
Q3 		$8.17M Sell
39,559
-366
-0.9% -$82.4K 0.35% 68
2022
Q2 		$8.24M Sell
39,925
-220
-0.5% -$49.1K 0.34% 74
2022
Q1 		$10.3M Buy
40,145
+260
+0.7% +$66.5K 0.37% 64
2021
Q4 		$11.7M Buy
39,885
+52
+0.1% +$15.7K 0.43% 56
2021
Q3 		$11.7M Hold
39,833
– – 0.48% 52
2021
Q2 		$12.4M Sell
39,833
-414
-1% -$125K 0.52% 47
2021
Q1 		$12.1M Buy
40,247
+3,215
+9% +$998K 0.54% 49
2020
Q4 		$10.6M Buy
37,032
+59
+0.2% +$15K 0.53% 47
2020
Q3 		$8.19M Hold
36,973
– – 0.47% 55
2020
Q2 		$7.65M Sell
36,973
-2,717
-7% -$508K 0.48% 54
2020
Q1 		$6.28M Buy
39,690
+1,073
+3% +$213K 0.48% 60
2019
Q4 		$8.27M Buy
38,617
+77
+0.2% +$15.6K 0.53% 53
2019
Q3 		$7.43M Sell
38,540
-371
-1% -$73.6K 0.52% 53
2019
Q2 		$7.82M Sell
38,911
-71
-0.2% -$14K 0.56% 50
2019
Q1 		$7.67M Sell
38,982
-162
-0.4% -$30.8K 0.57% 49
2018
Q4 		$6.58M Buy
39,144
+79
+0.2% +$14.7K 0.54% 52
2018
Q3 		$8.4M Sell
39,065
-240
-0.6% -$51.2K 0.61% 47
2018
Q2 		$8.03M Buy
39,305
+178
+0.5% +$35.6K 0.63% 44
2018
Q1 		$7.46M Sell
39,127
-55
-0.1% -$10.6K 0.61% 50
2017
Q4 		$7.32M Sell
39,182
-260
-0.7% -$47.5K 0.62% 48
2017
Q3 		$7.06M Sell
39,442
-6
-0% -$1.02K 0.66% 46
2017
Q2 		$6.66M Hold
39,448
– – 0.64% 44
2017
Q1 		$6.38M Hold
39,448
– – 0.64% 43
2016
Q4 		$6.07M Buy
39,448
+30
+0.1% +$4.48K 0.64% 43
2016
Q3 		$5.87M Hold
39,418
– – 0.67% 48
2016
Q2 		$5.41M Hold
39,418
– – 0.62% 50
2016
Q1 		$5.23M Hold
39,418
– – 0.61% 50
2015
Q4 		$5.49M Sell
39,418
-656
-2% -$93K 0.64% 50
2015
Q3 		$5.37M Sell
40,074
-257
-0.6% -$38.1K 0.66% 52
2015
Q2 		$6.24M Sell
40,331
-3,995
-9% -$612K 0.69% 46
2015
Q1 		$6.72M Buy
44,326
+5,880
+15% +$857K 0.74% 36
2014
Q4 		$5.47M Sell
38,446
-9
-0% -$1.22K 0.61% 56
2014
Q3 		$4.99M Sell
38,455
-553
-1% -$74.1K 0.57% 56
2014
Q2 		$5.4M Sell
39,008
-171
-0.4% -$22.5K 0.61% 53
2014
Q1 		$5.33M Sell
39,179
-70
-0.2% -$9.57K 0.62% 54
2013
Q4 		$5.32M Sell
39,249
-100
-0.3% -$13K 0.64% 53
2013
Q3 		$4.95M Sell
39,349
-830
-2% -$100K 0.66% 48
2013
Q2 		$4.48M Buy
+40,179
New +$4.39M 0.65% 46

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

WhitTier Trust Company's IWO Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.66% in Q2 2026, selling an estimated $96.7K and leaving 39,839 shares worth $15.4M. The position accounts for 0.29% of the portfolio, ranked #74.

WhitTier Trust Company first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. 476 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • WhitTier Trust Company held 39,839 shares of iShares Russell 2000 Growth ETF worth $15.4M as of Q2 2026.
  • WhitTier Trust Company sold 265 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $96.7K.
  • iShares Russell 2000 Growth ETF made up 0.29% of WhitTier Trust Company's portfolio in Q2 2026, its #74 holding.
  • WhitTier Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.