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 Q3	$245K	Sell	882 -20	-2%	-$5.87K	0.01%	185
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Bell Bank's IWM Position: Q3 2026 in Review

Bell Bank reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q3 2026, selling an estimated $5.87K and leaving 882 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #185.

Bell Bank first reported a position in IWM in Q1 2023 and has held it in 15 quarters since. The position peaked at $368K in Q2 2023. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Bell Bank held 882 shares of iShares Russell 2000 ETF worth $245K as of Q3 2026.
Bell Bank sold 20 iShares Russell 2000 ETF shares in Q3 2026, an estimated $5.87K.
iShares Russell 2000 ETF made up 0.01% of Bell Bank's portfolio in Q3 2026, its #185 holding.
Bell Bank first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 15 quarters since.
Bell Bank's iShares Russell 2000 ETF position peaked at $368K in Q2 2023.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.