SEC 13F Intelligence

Woodtrust Financial Corp / IWO

Woodtrust Financial Corp’s Ishares Tr Position

Does Woodtrust Financial Corp own Ishares Tr (IWO)? Yes — 78.8K shares worth $25M (+3.19% of its 13F portfolio) as of Q1 2026, down from 88.3K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
78.8K
% of Portfolio
+3.19%
Quarters Held
28
currently held

Position History IWO

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $9MQ3 ’19: $9MQ4 ’19: $10MQ1 ’20: $7MQ1 ’20Q2 ’20: $11MQ3 ’20: $12MQ4 ’20: $16MQ1 ’21: $16MQ1 ’21Q2 ’21: $17MQ3 ’21: $16MQ4 ’21: $17MQ1 ’22: $16MQ1 ’22Q2 ’22: $14MQ3 ’22: $15MQ4 ’22: $15MQ1 ’23: $16MQ1 ’23Q2 ’23: $19MQ3 ’23: $17MQ4 ’23: $20MQ2 ’24: $22MQ2 ’24Q3 ’24: $25MQ4 ’24: $26MQ1 ’25: $23MQ2 ’25: $26MQ2 ’25Q3 ’25: $28MQ4 ’25: $29MQ1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.8K$25M+3.19%
Q4 202588.3K$29M+3.33%
Q3 202589.0K$28M+3.39%
Q2 202590.7K$26M+3.30%
Q1 202590.4K$23M+3.24%
Q4 202489.5K$26M+3.62%
Q3 202486.8K$25M+3.50%
Q2 202482.9K$22M+3.38%
Q4 202378.4K$20M+3.38%
Q3 202374.3K$17M+3.18%
Q2 202378.3K$19M+3.52%
Q1 202371.0K$16M+3.13%
Q4 202267.8K$15M+3.01%
Q3 202270.7K$15M+3.29%
Q2 202268.3K$14M+3.16%
Q1 202263.3K$16M+3.29%
Q4 202158.5K$17M+3.55%
Q3 202156.0K$16M+3.86%
Q2 202153.8K$17M+4.43%
Q1 202154.1K$16M+4.79%
Q4 202056.3K$16M+5.04%
Q3 202056.1K$12M+4.49%
Q2 202055.3K$11M+4.58%
Q1 202042.3K$7M+3.14%
Q4 201946.5K$10M+3.93%
Q3 201945.6K$9M+3.79%
Q2 201944.1K$9M+3.98%
Q1 201942.0K$8M+3.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodtrust Financial Corp’s full portfolio or all institutional holders of IWO.