AT
IWM icon

American Trust’s iShares Russell 2000 ETF IWM Stock Holding History

American Trust’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$473K Buy
1,573
+440
+39% +$124K 0.04% 177
2026
Q1 		$281K Buy
1,133
+8
+0.7% +$2.06K 0.02% 237
2025
Q4 		$277K Buy
1,125
+2
+0.2% +$492 0.02% 247
2025
Q3 		$272K Sell
1,123
-292
-21% -$67K 0.02% 253
2025
Q2 		$305K Buy
+1,415
New +$285K 0.03% 220
2025
Q1 		– Sell
-1,032
Closed -$228K – 210
2024
Q4 		$228K Buy
+1,032
New +$235K 0.02% 281
2024
Q1 		– Sell
-1,115
Closed -$224K – 298
2023
Q4 		$224K Buy
+1,115
New +$200K 0.02% 254
2023
Q3 		– Sell
-1,204
Closed -$226K – 358
2023
Q2 		$226K Buy
1,204
+12
+1% +$2.14K 0.02% 372
2023
Q1 		$213K Sell
1,192
-2,456
-67% -$452K 0.01% 398
2022
Q4 		$636K Sell
3,648
-582
-14% -$104K 0.06% 176
2022
Q3 		$698K Buy
4,230
+344
+9% +$62.7K 0.06% 151
2022
Q2 		$658K Buy
3,886
+73
+2% +$13.5K 0.05% 174
2022
Q1 		$783K Buy
3,813
+1,150
+43% +$235K 0.05% 174
2021
Q4 		$592K Buy
+2,663
New +$602K 0.05% 152

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Trust's IWM Position: Q2 2026 in Review

American Trust increased its iShares Russell 2000 ETF (IWM) stake by 39% in Q2 2026, buying an estimated $124K and bringing the position to 1,573 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #177.

American Trust first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $783K in Q1 2022. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • American Trust held 1,573 shares of iShares Russell 2000 ETF worth $473K as of Q2 2026.
  • American Trust bought 440 iShares Russell 2000 ETF shares in Q2 2026, an estimated $124K.
  • iShares Russell 2000 ETF made up 0.04% of American Trust's portfolio in Q2 2026, its #177 holding.
  • American Trust first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
  • American Trust's iShares Russell 2000 ETF position peaked at $783K in Q1 2022.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.