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Citizens Business Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Citizens Business 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
Q1 		$10M Sell
40,328
-113
-0.3% -$29.1K 1.64% 15
2025
Q4 		$9.95M Buy
40,441
+727
+2% +$179K 1.64% 17
2025
Q3 		$9.61M Buy
39,714
+5,456
+16% +$1.25M 1.6% 16
2025
Q2 		$7.39M Buy
34,258
+5,135
+18% +$1.03M 1.44% 19
2025
Q1 		$5.81M Buy
29,123
+3,408
+13% +$739K 1.26% 23
2024
Q4 		$6.56M Sell
25,715
-3,824
-13% -$872K 1.23% 26
2024
Q3 		$6.52M Buy
29,539
+555
+2% +$119K 1.32% 20
2024
Q2 		$5.88M Buy
28,984
+402
+1% +$81.2K 1.24% 21
2024
Q1 		$6.01M Buy
28,582
+1,234
+5% +$246K 1.25% 22
2023
Q4 		$5.49M Buy
27,348
+1,671
+7% +$299K 1.21% 24
2023
Q3 		$4.54M Buy
25,677
+1,284
+5% +$241K 1.07% 28
2023
Q2 		$4.57M Sell
24,393
-3,537
-13% -$631K 1.02% 26
2023
Q1 		$4.98M Buy
27,930
+441
+2% +$81.2K 1.15% 23
2022
Q4 		$4.79M Buy
27,489
+1,081
+4% +$192K 1.1% 22
2022
Q3 		$4.36M Buy
26,408
+95
+0.4% +$17.3K 1.06% 25
2022
Q2 		$4.45M Sell
26,313
-550
-2% -$101K 0.63% 38
2022
Q1 		$5.51M Sell
26,863
-1,905
-7% -$389K 0.67% 39
2021
Q4 		$6.4M Buy
28,768
+730
+3% +$165K 0.78% 28
2021
Q3 		$6.13M Buy
28,038
+654
+2% +$145K 0.82% 26
2021
Q2 		$6.28M Buy
27,384
+3,514
+15% +$790K 0.83% 24
2021
Q1 		$5.27M Buy
23,870
+11,114
+87% +$2.43M 0.74% 28
2020
Q4 		$2.5M Hold
12,756
– – 0.37% 81
2020
Q3 		$1.91M Sell
12,756
-1,907
-13% -$287K 0.33% 87
2020
Q2 		$2.1M Sell
14,663
-27,331
-65% -$3.59M 0.37% 74
2020
Q1 		$4.81M Sell
41,994
-1,165
-3% -$174K 0.99% 24
2019
Q4 		$7.15M Buy
43,159
+220
+0.5% +$34.8K 1.18% 15
2019
Q3 		$6.5M Buy
42,939
+842
+2% +$129K 1.07% 20
2019
Q2 		$6.55M Sell
42,097
-1,482
-3% -$228K 1.08% 17
2019
Q1 		$6.67M Sell
43,579
-327
-0.7% -$49.1K 1.15% 17
2018
Q4 		$5.88M Sell
43,906
-403
-0.9% -$60.1K 1.13% 20
2018
Q3 		$7.47M Sell
44,309
-1,504
-3% -$254K 1.25% 15
2018
Q2 		$7.5M Sell
45,813
-2,185
-5% -$350K 1.3% 16
2018
Q1 		$7.29M Sell
47,998
-12,524
-21% -$1.93M 1.28% 15
2017
Q4 		$9.23M Sell
60,522
-14,750
-20% -$2.22M 1.5% 13
2017
Q3 		$11.2M Sell
75,272
-2,266
-3% -$319K 1.86% 9
2017
Q2 		$10.9M Sell
77,538
-3,069
-4% -$425K 1.81% 10
2017
Q1 		$11.1M Sell
80,607
-203
-0.3% -$27.7K 1.85% 10
2016
Q4 		$10.9M Sell
80,810
-131
-0.2% -$16.7K 1.94% 9
2016
Q3 		$10.1M Buy
80,941
+1,023
+1% +$124K 1.87% 8
2016
Q2 		$9.19M Sell
79,918
-5,624
-7% -$635K 1.73% 8
2016
Q1 		$9.46M Sell
85,542
-7,804
-8% -$808K 1.78% 8
2015
Q4 		$10.5M Sell
93,346
-13,332
-12% -$1.54M 2.04% 7
2015
Q3 		$11.7M Buy
106,678
+8,737
+9% +$1.04M 2.19% 6
2015
Q2 		$12.2M Buy
97,941
+18,814
+24% +$2.35M 2.14% 5
2015
Q1 		$9.84M Buy
79,127
+10,641
+16% +$1.28M 1.73% 8
2014
Q4 		$8.19M Buy
68,486
+2,580
+4% +$295K 1.49% 8
2014
Q3 		$7.21M Buy
65,906
+4,709
+8% +$539K 1.39% 8
2014
Q2 		$7.27M Buy
61,197
+8,330
+16% +$946K 1.39% 8
2014
Q1 		$6.15M Buy
52,867
+11,439
+28% +$1.32M 1.19% 9
2013
Q4 		$4.78M Buy
41,428
+6,680
+19% +$738K 0.96% 20
2013
Q3 		$3.7M Buy
34,748
+11,844
+52% +$1.23M 0.79% 35
2013
Q2 		$2.22M Buy
+22,904
New +$2.19M 0.49% 62

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citizens Business Bank's IWM Position: Q1 2026 in Review

Citizens Business Bank reduced its iShares Russell 2000 ETF (IWM) stake by 0.28% in Q1 2026, selling an estimated $29.1K and leaving 40,328 shares worth $10M. The position accounts for 1.64% of the portfolio, ranked #15.

Citizens Business Bank first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q2 2015. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Citizens Business Bank held 40,328 shares of iShares Russell 2000 ETF worth $10M as of Q1 2026.
  • Citizens Business Bank sold 113 iShares Russell 2000 ETF shares in Q1 2026, an estimated $29.1K.
  • iShares Russell 2000 ETF made up 1.64% of Citizens Business Bank's portfolio in Q1 2026, its #15 holding.
  • Citizens Business Bank first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Citizens Business Bank's iShares Russell 2000 ETF position peaked at $12.2M in Q2 2015.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.