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Bangor Savings Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Bangor Savings Bank’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 		$798K Buy
2,657
+200
+8% +$56.2K 0.06% 123
2026
Q1 		$609K Sell
2,457
-2
-0.1% -$516 0.05% 138
2025
Q4 		$605K Buy
2,459
+16
+0.7% +$3.93K 0.05% 140
2025
Q3 		$591K Hold
2,443
– – 0.05% 147
2025
Q2 		$527K Sell
2,443
-8
-0.3% -$1.61K 0.05% 151
2025
Q1 		$489K Buy
2,451
+595
+32% +$129K 0.05% 157
2024
Q4 		$410K Hold
1,856
– – 0.04% 168
2024
Q3 		$410K Sell
1,856
-10
-0.5% -$2.14K 0.04% 172
2024
Q2 		$379K Sell
1,866
-3
-0.2% -$606 0.04% 171
2024
Q1 		$393K Sell
1,869
-15
-0.8% -$2.99K 0.04% 165
2023
Q4 		$378K Buy
1,884
+432
+30% +$77.4K 0.04% 166
2023
Q3 		$257K Hold
1,452
– – 0.03% 177
2023
Q2 		$272K Sell
1,452
-53
-4% -$9.45K 0.03% 179
2023
Q1 		$268K Hold
1,505
– – 0.03% 176
2022
Q4 		$262K Hold
1,505
– – 0.03% 178
2022
Q3 		$248K Sell
1,505
-3
-0.2% -$547 0.03% 180
2022
Q2 		$255K Sell
1,508
-47
-3% -$8.66K 0.03% 187
2022
Q1 		$319K Buy
1,555
+343
+28% +$70K 0.03% 157
2021
Q4 		$270K Hold
1,212
– – 0.03% 184
2021
Q3 		$265K Sell
1,212
-19
-2% -$4.21K 0.03% 184
2021
Q2 		$282K Buy
1,231
+19
+2% +$4.27K 0.03% 178
2021
Q1 		$268K Sell
1,212
-10
-0.8% -$2.18K 0.03% 171
2020
Q4 		$240K Buy
+1,222
New +$214K 0.03% 168
2020
Q1 		– Sell
-1,342
Closed -$222K – 174
2019
Q4 		$222K Buy
+1,342
New +$212K 0.03% 176
2018
Q4 		– Sell
-1,409
Closed -$237K – 164
2018
Q3 		$237K Hold
1,409
– – 0.04% 162
2018
Q2 		$231K Buy
1,409
+20
+1% +$3.2K 0.04% 157
2018
Q1 		$211K Sell
1,389
-18
-1% -$2.78K 0.04% 156
2017
Q4 		$215K Hold
1,407
– – 0.04% 149
2017
Q3 		$208K Buy
+1,407
New +$198K 0.04% 147
2015
Q1 		– Sell
-3,865
Closed -$463K – 150
2014
Q4 		$463K Hold
3,865
– – 0.12% 106
2014
Q3 		$422K Sell
3,865
-41
-1% -$4.69K 0.11% 103
2014
Q2 		$465K Hold
3,906
– – 0.12% 102
2014
Q1 		$455K Hold
3,906
– – 0.14% 78
2013
Q4 		$451K Buy
3,906
+620
+19% +$68.5K 0.13% 100
2013
Q3 		$351K Buy
+3,286
New +$340K 0.11% 104

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Bangor Savings Bank's IWM Position: Q2 2026 in Review

Bangor Savings Bank increased its iShares Russell 2000 ETF (IWM) stake by 8.1% in Q2 2026, buying an estimated $56.2K and bringing the position to 2,657 shares worth $798K. The position accounts for 0.06% of the portfolio, ranked #123.

Bangor Savings Bank first reported a position in IWM in Q3 2013 and has held it in 35 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bangor Savings Bank held 2,657 shares of iShares Russell 2000 ETF worth $798K as of Q2 2026.
  • Bangor Savings Bank bought 200 iShares Russell 2000 ETF shares in Q2 2026, an estimated $56.2K.
  • iShares Russell 2000 ETF made up 0.06% of Bangor Savings Bank's portfolio in Q2 2026, its #123 holding.
  • Bangor Savings Bank first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 35 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.