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Bath Savings Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Bath Savings 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 		$450K Sell
1,498
-33
-2% -$9.27K 0.05% 134
2026
Q1 		$380K Buy
1,531
+139
+10% +$35.9K 0.04% 136
2025
Q4 		$343K Buy
1,392
+192
+16% +$47.2K 0.03% 143
2025
Q3 		$290K Sell
1,200
-160
-12% -$36.7K 0.03% 145
2025
Q2 		$293K Sell
1,360
-23
-2% -$4.63K 0.03% 142
2025
Q1 		$276K Buy
1,383
+28
+2% +$6.07K 0.03% 144
2024
Q4 		$299K Buy
1,355
+69
+5% +$15.7K 0.03% 140
2024
Q3 		$284K Buy
1,286
+259
+25% +$55.4K 0.03% 146
2024
Q2 		$208K Hold
1,027
– – 0.02% 162
2024
Q1 		$216K Sell
1,027
-100
-9% -$19.9K 0.02% 160
2023
Q4 		$226K Sell
1,127
-54
-5% -$9.67K 0.03% 153
2023
Q3 		$209K Hold
1,181
– – 0.03% 153
2023
Q2 		$221K Hold
1,181
– – 0.03% 149
2023
Q1 		$211K Sell
1,181
-56
-5% -$10.3K 0.03% 149
2022
Q4 		$216K Buy
+1,237
New +$220K 0.03% 153
2022
Q2 		– Sell
-1,097
Closed -$225K – 152
2022
Q1 		$225K Hold
1,097
– – 0.03% 151
2021
Q4 		$244K Buy
1,097
+42
+4% +$9.49K 0.03% 153
2021
Q3 		$231K Hold
1,055
– – 0.03% 150
2021
Q2 		$242K Hold
1,055
– – 0.03% 152
2021
Q1 		$233K Sell
1,055
-45
-4% -$9.82K 0.03% 153
2020
Q4 		$216K Buy
+1,100
New +$192K 0.03% 147

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bath Savings Trust's IWM Position: Q2 2026 in Review

Bath Savings Trust reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2026, selling an estimated $9.27K and leaving 1,498 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #134.

Bath Savings Trust first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. 751 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bath Savings Trust held 1,498 shares of iShares Russell 2000 ETF worth $450K as of Q2 2026.
  • Bath Savings Trust sold 33 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.27K.
  • iShares Russell 2000 ETF made up 0.05% of Bath Savings Trust's portfolio in Q2 2026, its #134 holding.
  • Bath Savings Trust first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.