Trust Co of the South IWO — ISHARES RUSSELL 2000 GROWTH

Ownership history in Trust Co of the South  ·  9 quarters on record

AI Ownership Summary

Trust Co of the South reported ISHARES RUSSELL 2000 GROWTH (IWO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q2. The latest visible filing shows IWO at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Co of the South's position in ISHARES RUSSELL 2000 GROWTH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWO stock page Trust Co of the South fund profile Trust Co of the South full holdings
How Trust Co of the South held IWO — position size vs. price
% of Fund (quarterly)    IWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 775 — 0% 0.04% $305K 2026-07-01 $390.66
2026 Q1 UNCHANGED — — — 775 — 0% 0.04% $243K 2026-04-06 $318.95
2025 Q4 UNCHANGED — — — 775 — 0% 0.04% $250K 2026-01-05 $332.49
2025 Q3 UNCHANGED — — — 775 — 0% 0.04% $248K 2025-10-02 $321.94
2025 Q2 UNCHANGED — — — 775 — 0% 0.04% $222K 2025-07-03 $290.31
2024 Q4 UNCHANGED — — — 775 — 0% 0.05% $223K 2025-01-02 $286.33
2024 Q3 UNCHANGED — — — 775 — 0% 0.05% $220K 2024-10-02 $277.41
2024 Q2 ADDED — — — 775 +10 +1.3% 0.05% $203K 2024-07-02 $257.61
2024 Q1 INITIATED — — — 765 — — 0.05% $207K 2024-04-10 $254.91

🏢 Other funds also holding IWO

As of 2026 Q2 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 12.83% BARINGS LLC 3Y 7Y 11.04% Powell Investment Advisors, LLC 3Y 7.54% Cassaday & Co Wealth Management LLC 3Y 7.01% LWM ADVISORS INC 6.8% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 6.03% Erickson Financial Group, LLC 3Y 5.95% Cohen Klingenstein LLC 3Y 7Y 5.46% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.41% FELL CAPITAL MANAGEMENT /ADV 4.88%

FAQ About Trust Co of the South and IWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Trust Co of the South reported owning IWO?

Trust Co of the South reported IWO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWO position in Trust Co of the South's portfolio?

The largest reported portfolio weight for IWO was 0.05% in 2024 Q2.

What is the latest reported IWO position on this page?

The most recent filing on this page is 2026 Q2, when Trust Co of the South reported 775 shares, equal to 0.04% of portfolio, with an estimated market value of $305K.

What does the chart on this IWO ownership page compare?

The chart compares Trust Co of the South's quarterly IWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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