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Central Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Central Bank & 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 		$10.7M Sell
35,612
-31,168
-47% -$8.76M 1.52% 17
2026
Q1 		$16.6M Buy
66,780
+6,930
+12% +$1.79M 2.6% 6
2025
Q4 		$14.7M Buy
59,850
+29,570
+98% +$7.27M 2.28% 8
2025
Q3 		$7.33M Sell
30,280
-1,680
-5% -$385K 1.15% 25
2025
Q2 		$6.9M Sell
31,960
-4,481
-12% -$902K 1.13% 28
2025
Q1 		$7.27M Sell
36,441
-4,338
-11% -$941K 1.21% 24
2024
Q4 		$9.01M Buy
40,779
+1,267
+3% +$289K 1.36% 20
2024
Q3 		$8.73M Sell
39,512
-426
-1% -$91.2K 1.2% 27
2024
Q2 		$8.1M Sell
39,938
-2,730
-6% -$552K 1.13% 29
2024
Q1 		$8.97M Sell
42,668
-1,455
-3% -$290K 1.28% 25
2023
Q4 		$8.86M Sell
44,123
-568
-1% -$102K 1.37% 20
2023
Q3 		$7.9M Sell
44,691
-3,816
-8% -$716K 1.37% 24
2023
Q2 		$9.08M Buy
48,507
+631
+1% +$113K 1.54% 18
2023
Q1 		$8.54M Buy
47,876
+2,727
+6% +$502K 1.52% 22
2022
Q4 		$7.87M Buy
45,149
+2,834
+7% +$504K 1.49% 20
2022
Q3 		$6.98M Buy
42,315
+1,170
+3% +$213K 1.5% 22
2022
Q2 		$6.97M Buy
41,145
+2,043
+5% +$377K 1.42% 23
2022
Q1 		$8.03M Buy
39,102
+2,834
+8% +$578K 1.28% 24
2021
Q4 		$8.07M Sell
36,268
-6,638
-15% -$1.5M 1.25% 24
2021
Q3 		$9.39M Sell
42,906
-860
-2% -$191K 1.54% 19
2021
Q2 		$10M Sell
43,766
-2,529
-5% -$569K 1.62% 17
2021
Q1 		$10.2M Buy
46,295
+4,437
+11% +$969K 1.75% 16
2020
Q4 		$8.21M Buy
41,858
+222
+0.5% +$38.8K 1.42% 16
2020
Q3 		$6.24M Buy
41,636
+2,954
+8% +$444K 1.17% 26
2020
Q2 		$5.54M Sell
38,682
-26,146
-40% -$3.43M 1.09% 27
2020
Q1 		$7.42M Sell
64,828
-4,439
-6% -$662K 1.79% 14
2019
Q4 		$11.5M Sell
69,267
-5,985
-8% -$946K 2.27% 7
2019
Q3 		$11.4M Sell
75,252
-85
-0.1% -$13K 2.45% 6
2019
Q2 		$11.7M Buy
75,337
+2,712
+4% +$418K 2.64% 6
2019
Q1 		$11.1M Sell
72,625
-18,324
-20% -$2.75M 2.49% 6
2018
Q4 		$12.2M Buy
90,949
+9,021
+11% +$1.35M 3.07% 4
2018
Q3 		$13.8M Buy
81,928
+1,062
+1% +$179K 3.19% 4
2018
Q2 		$13.2M Buy
80,866
+7,010
+9% +$1.12M 3.3% 2
2018
Q1 		$11.2M Buy
73,856
+39,350
+114% +$6.08M 2.8% 2
2017
Q4 		$5.26M Sell
34,506
-822
-2% -$123K 1.27% 26
2017
Q3 		$5.24M Sell
35,328
-907
-3% -$128K 1.3% 24
2017
Q2 		$5.11M Sell
36,235
-4,187
-10% -$579K 1.33% 26
2017
Q1 		$5.56M Sell
40,422
-2,085
-5% -$285K 1.44% 23
2016
Q4 		$5.73M Buy
42,507
+6,230
+17% +$796K 1.53% 21
2016
Q3 		$4.51M Sell
36,277
-4,726
-12% -$574K 1.27% 28
2016
Q2 		$4.71M Buy
41,003
+2,550
+7% +$288K 1.36% 25
2016
Q1 		$4.25M Buy
38,453
+11,078
+40% +$1.15M 1.19% 32
2015
Q4 		$3.08M Buy
27,375
+1,001
+4% +$115K 0.89% 38
2015
Q3 		$2.88M Buy
26,374
+4,963
+23% +$588K 0.95% 38
2015
Q2 		$2.67M Sell
21,411
-1,339
-6% -$167K 0.85% 38
2015
Q1 		$2.83M Buy
22,750
+4,360
+24% +$526K 0.94% 40
2014
Q4 		$2.2M Sell
18,390
-165
-0.9% -$18.9K 0.75% 44
2014
Q3 		$2.03M Buy
18,555
+2,105
+13% +$241K 0.77% 45
2014
Q2 		$1.9M Buy
16,450
+6
+0% +$681 0.73% 54
2014
Q1 		$1.91M Sell
16,444
-6
-0% -$692 0.75% 52
2013
Q4 		$1.9M Hold
16,450
– – 0.73% 54
2013
Q3 		$1.75M Sell
16,450
-282
-2% -$29.2K 0.79% 53
2013
Q2 		$1.62M Buy
+16,732
New +$1.6M 0.77% 52

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

Central Bank & Trust's IWM Position: Q2 2026 in Review

Central Bank & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 47% in Q2 2026, selling an estimated $8.76M and leaving 35,612 shares worth $10.7M. The position accounts for 1.52% of the portfolio, ranked #17.

Central Bank & Trust first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.6M in Q1 2026. 604 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Central Bank & Trust held 35,612 shares of iShares Russell 2000 ETF worth $10.7M as of Q2 2026.
  • Central Bank & Trust sold 31,168 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.76M.
  • iShares Russell 2000 ETF made up 1.52% of Central Bank & Trust's portfolio in Q2 2026, its #17 holding.
  • Central Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Central Bank & Trust's iShares Russell 2000 ETF position peaked at $16.6M in Q1 2026.
  • 604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.