Citizens National Bank Trust Department’s iShares Russell 2000 ETF IWM Stock Holding History

Citizens National Bank Trust Department’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	$179K	Sell	595 -5	-0.8%	-$1.41K	0.03%	192
2026 Q1	$149K	Hold	600	–	–	0.02%	199
2025 Q4	$148K	Hold	600	–	–	0.03%	189
2025 Q3	$145K	Hold	600	–	–	0.03%	190
2025 Q2	$129K	Sell	600 -145	-19%	-$29.2K	0.03%	187
2025 Q1	$149K	Buy	745 +45	+6%	+$9.76K	0.03%	181
2024 Q4	$155K	Hold	700	–	–	0.03%	177
2024 Q3	$155K	Hold	700	–	–	0.03%	176
2024 Q2	$142K	Hold	700	–	–	0.03%	176
2024 Q1	$147K	Sell	700 -50	-7%	-$9.97K	0.03%	175
2023 Q4	$151K	Hold	750	–	–	0.04%	163
2023 Q3	$133K	Hold	750	–	–	0.04%	165
2023 Q2	$140K	Sell	750 -100	-12%	-$17.8K	0.04%	164
2023 Q1	$152K	Hold	850	–	–	0.04%	155
2022 Q4	$148K	Sell	850 -100	-11%	-$17.8K	0.04%	156
2022 Q3	$157K	Hold	950	–	–	0.05%	151
2022 Q2	$161K	Hold	950	–	–	0.05%	152
2022 Q1	$176K	Sell	950 -100	-10%	-$20.4K	0.07%	140
2021 Q4	$234K	Hold	1,050	–	–	0.09%	130
2021 Q3	$230K	Hold	1,050	–	–	0.07%	135
2021 Q2	$241K	Sell	1,050 -200	-16%	-$45K	0.07%	133
2021 Q1	$276K	Hold	1,250	–	–	0.08%	131
2020 Q4	$245K	Buy	+1,250	New	+$219K	0.08%	129

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citizens National Bank Trust Department's IWM Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its iShares Russell 2000 ETF (IWM) stake by 0.83% in Q2 2026, selling an estimated $1.41K and leaving 595 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #192.

Citizens National Bank Trust Department first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $276K in Q1 2021. 1,788 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Citizens National Bank Trust Department held 595 shares of iShares Russell 2000 ETF worth $179K as of Q2 2026.
Citizens National Bank Trust Department sold 5 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.41K.
iShares Russell 2000 ETF made up 0.03% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #192 holding.
Citizens National Bank Trust Department first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
Citizens National Bank Trust Department's iShares Russell 2000 ETF position peaked at $276K in Q1 2021.
1,788 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.