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

Arlington 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 		– Sell
-45
Closed -$11.1K – 850
2025
Q4 		$11.1K Sell
45
-166
-79% -$40.8K ﹤0.01% 299
2025
Q3 		$51.1K Hold
211
– – 0.01% 357
2025
Q2 		$45.5K Hold
211
– – 0.01% 366
2025
Q1 		$42.1K Sell
211
-497
-70% -$108K 0.01% 375
2024
Q4 		$156K Buy
708
+665
+1,547% +$152K 0.03% 209
2024
Q3 		$9.5K Hold
43
– – ﹤0.01% 454
2024
Q2 		$8.72K Buy
43
+32
+291% +$6.47K ﹤0.01% 454
2024
Q1 		$2.31K Buy
+11
New +$2.19K ﹤0.01% 457
2023
Q4 		– Sell
-2,608
Closed -$461K – 932
2023
Q3 		$461K Buy
+2,608
New +$490K 0.19% 61

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

Arlington Trust's IWM Position: Q1 2026 in Review

Arlington Trust sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 45 shares — an estimated $11.1K sold.

Arlington Trust first reported a position in IWM in Q3 2023 and held it in 9 quarters. The position peaked at $461K in Q3 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Arlington Trust reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Arlington Trust sold 45 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.1K.
  • Arlington Trust first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 9 quarters.
  • Arlington Trust's iShares Russell 2000 ETF position peaked at $461K in Q3 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Arlington Trust's 13F filing for Q1 2026, filed 8 Apr 2026.