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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

American Trust's IWM Position: Q1 2026 in Review

American Trust increased its iShares Russell 2000 ETF (IWM) stake by 0.71% in Q1 2026, buying an estimated $2.06K and bringing the position to 1,133 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #237.

American Trust first reported a position in IWM in Q4 2021 and has held it in 13 quarters since. The position peaked at $783K in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • American Trust held 1,133 shares of iShares Russell 2000 ETF worth $281K as of Q1 2026.
  • American Trust bought 8 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.06K.
  • iShares Russell 2000 ETF made up 0.02% of American Trust's portfolio in Q1 2026, its #237 holding.
  • American Trust first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 13 quarters since.
  • American Trust's iShares Russell 2000 ETF position peaked at $783K in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.