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

Whittier Trust’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 		$9.08M Hold
23,276
– – 0.09% 158
2026
Q1 		$7.44M Buy
23,276
+12
+0.1% +$3.99K 0.08% 165
2025
Q4 		$7.85M Sell
23,264
-12
-0.1% -$3.9K 0.09% 162
2025
Q3 		$7.58M Sell
23,276
-522
-2% -$157K 0.09% 165
2025
Q2 		$6.8M Sell
23,798
-455
-2% -$120K 0.08% 182
2025
Q1 		$6.2M Buy
24,253
+37
+0.2% +$10.4K 0.09% 183
2024
Q4 		$6.97M Buy
24,216
+136
+0.6% +$40.2K 0.09% 174
2024
Q3 		$6.84M Sell
24,080
-844
-3% -$231K 0.09% 171
2024
Q2 		$6.54M Sell
24,924
-68
-0.3% -$17.7K 0.09% 174
2024
Q1 		$6.77M Sell
24,992
-52
-0.2% -$13.3K 0.1% 171
2023
Q4 		$6.32M Sell
25,044
-3,652
-13% -$823K 0.1% 171
2023
Q3 		$6.43M Buy
28,696
+513
+2% +$123K 0.11% 165
2023
Q2 		$6.84M Sell
28,183
-212
-0.7% -$48.6K 0.12% 156
2023
Q1 		$6.44M Sell
28,395
-535
-2% -$122K 0.12% 162
2022
Q4 		$6.21M Buy
28,930
+452
+2% +$99K 0.12% 164
2022
Q3 		$5.88M Buy
28,478
+2,678
+10% +$603K 0.12% 166
2022
Q2 		$5.32M Buy
25,800
+1,937
+8% +$432K 0.11% 176
2022
Q1 		$6.1M Buy
23,863
+5,362
+29% +$1.37M 0.1% 174
2021
Q4 		$5.42M Sell
18,501
-380
-2% -$115K 0.09% 188
2021
Q3 		$5.54M Sell
18,881
-1,040
-5% -$312K 0.1% 183
2021
Q2 		$6.21M Buy
19,921
+247
+1% +$74.3K 0.11% 167
2021
Q1 		$5.92M Sell
19,674
-3,228
-14% -$1M 0.11% 164
2020
Q4 		$6.57M Sell
22,902
-130
-0.6% -$33.1K 0.14% 139
2020
Q3 		$5.1M Sell
23,032
-810
-3% -$177K 0.12% 153
2020
Q2 		$4.93M Buy
23,842
+62
+0.3% +$11.6K 0.14% 148
2020
Q1 		$3.76M Sell
23,780
-290
-1% -$57.6K 0.12% 157
2019
Q4 		$5.16M Sell
24,070
-250
-1% -$50.7K 0.14% 152
2019
Q3 		$4.69M Sell
24,320
-63
-0.3% -$12.5K 0.13% 155
2019
Q2 		$4.9M Sell
24,383
-40
-0.2% -$7.91K 0.14% 149
2019
Q1 		$4.8M Sell
24,423
-221
-0.9% -$42K 0.15% 147
2018
Q4 		$4.14M Buy
24,644
+367
+2% +$68.4K 0.14% 146
2018
Q3 		$5.22M Buy
24,277
+137
+0.6% +$29.2K 0.16% 140
2018
Q2 		$4.93M Sell
24,140
-61
-0.3% -$12.2K 0.16% 136
2018
Q1 		$4.61M Hold
24,201
– – 0.15% 144
2017
Q4 		$4.52M Sell
24,201
-5
-0% -$913 0.16% 145
2017
Q3 		$4.33M Buy
24,206
+987
+4% +$168K 0.16% 147
2017
Q2 		$3.92M Sell
23,219
-705
-3% -$116K 0.15% 150
2017
Q1 		$3.87M Sell
23,924
-26
-0.1% -$4.13K 0.16% 149
2016
Q4 		$3.69M Sell
23,950
-146
-0.6% -$21.8K 0.16% 146
2016
Q3 		$3.59M Sell
24,096
-62
-0.3% -$9.04K 0.16% 150
2016
Q2 		$3.31M Sell
24,158
-85
-0.4% -$11.5K 0.15% 152
2016
Q1 		$3.21M Sell
24,243
-127
-0.5% -$15.8K 0.14% 157
2015
Q4 		$3.39M Buy
24,370
+80
+0.3% +$11.3K 0.15% 151
2015
Q3 		$3.25M Buy
24,290
+37
+0.2% +$5.48K 0.16% 147
2015
Q2 		$3.75M Buy
24,253
+36
+0.1% +$5.52K 0.17% 149
2015
Q1 		$3.67M Sell
24,217
-20
-0.1% -$2.91K 0.17% 142
2014
Q4 		$3.45M Sell
24,237
-400
-2% -$54.1K 0.16% 146
2014
Q3 		$3.19M Sell
24,637
-320
-1% -$42.9K 0.16% 155
2014
Q2 		$3.46M Sell
24,957
-2,523
-9% -$332K 0.17% 143
2014
Q1 		$3.74M Sell
27,480
-276
-1% -$37.7K 0.19% 133
2013
Q4 		$3.76M Sell
27,756
-2,338
-8% -$303K 0.19% 126
2013
Q3 		$3.79M Buy
30,094
+480
+2% +$57.8K 0.2% 124
2013
Q2 		$3.3M Buy
+29,614
New +$3.23M 0.19% 131

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

Whittier Trust's IWO Position: Q2 2026 in Review

Whittier Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 23,276 shares worth $9.08M. The position accounts for 0.09% of the portfolio, ranked #158.

Whittier Trust first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Whittier Trust held 23,276 shares of iShares Russell 2000 Growth ETF worth $9.08M as of Q2 2026.
  • Whittier Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.09% of Whittier Trust's portfolio in Q2 2026, its #158 holding.
  • Whittier Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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