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Bell Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Bell 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 		$271K Hold
902
– – 0.01% 175
2026
Q1 		$224K Sell
902
-24
-3% -$6.19K 0.01% 179
2025
Q4 		$228K Hold
926
– – 0.01% 179
2025
Q3 		$224K Sell
926
-396
-30% -$90.9K 0.01% 187
2025
Q2 		$285K Sell
1,322
-110
-8% -$22.1K 0.01% 178
2025
Q1 		$286K Buy
1,432
+53
+4% +$11.5K 0.02% 167
2024
Q4 		$305K Hold
1,379
– – 0.02% 158
2024
Q3 		$305K Hold
1,379
– – 0.04% 150
2024
Q2 		$280K Hold
1,379
– – 0.02% 167
2024
Q1 		$290K Buy
1,379
+368
+36% +$73.4K 0.02% 166
2023
Q4 		$203K Sell
1,011
-136
-12% -$24.4K 0.02% 171
2023
Q3 		$203K Sell
1,147
-820
-42% -$154K 0.02% 176
2023
Q2 		$368K Buy
1,967
+820
+71% +$146K 0.04% 149
2023
Q1 		$205K Buy
+1,147
New +$211K 0.02% 184

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Bell Bank's IWM Position: Q2 2026 in Review

Bell Bank held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 902 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #175.

Bell Bank first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $368K in Q2 2023. 593 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bell Bank held 902 shares of iShares Russell 2000 ETF worth $271K as of Q2 2026.
  • Bell Bank left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #175 holding.
  • Bell Bank first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • Bell Bank's iShares Russell 2000 ETF position peaked at $368K in Q2 2023.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.