Bath Savings Trust
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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
Q3 		$439K Buy
1,579
+81
+5% +$23.8K 0.05% 134
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% -$9.7K 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% -$9.8K 0.03% 153
2020
Q4 		$216K Buy
+1,100
New +$192K 0.03% 147

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Bath Savings Trust's IWM Position: Q3 2026 in Review

Bath Savings Trust increased its iShares Russell 2000 ETF (IWM) stake by 5.4% in Q3 2026, buying an estimated $23.8K and bringing the position to 1,579 shares worth $439K. 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 22 quarters since. The position peaked at $450K in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Bath Savings Trust held 1,579 shares of iShares Russell 2000 ETF worth $439K as of Q3 2026.
  • Bath Savings Trust bought 81 iShares Russell 2000 ETF shares in Q3 2026, an estimated $23.8K.
  • iShares Russell 2000 ETF made up 0.05% of Bath Savings Trust's portfolio in Q3 2026, its #134 holding.
  • Bath Savings Trust first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Bath Savings Trust's iShares Russell 2000 ETF position peaked at $450K in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Bath Savings Trust's 13F filing for Q3 2026, filed 7 Oct 2026.