City National Bank of Florida’s iShares Russell 2000 ETF IWM Stock Holding History

City National Bank of Florida’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	$666K	Buy	+2,216	New	+$623K	0.28%	72
2026 Q1	–	Sell	-1,760	Closed	-$433K	–	139
2025 Q4	$433K	Hold	1,760	–	–	0.28%	64
2025 Q3	$426K	Hold	1,760	–	–	0.28%	67
2025 Q2	$380K	Buy	1,760 +97	+6%	+$19.5K	0.28%	72
2025 Q1	$332K	Sell	1,663 -275	-14%	-$59.7K	0.3%	75
2024 Q4	$428K	Buy	+1,938	New	+$442K	0.39%	46

Other funds holding IWM

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

City National Bank of Florida's IWM Position: Q2 2026 in Review

City National Bank of Florida opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,216 shares worth $666K. The stake represents 0.28% of the portfolio and ranks #72 among its holdings. This is a return to the name: City National Bank of Florida previously reported a position in IWM as recently as Q4 2025.

City National Bank of Florida first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,175 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

City National Bank of Florida held 2,216 shares of iShares Russell 2000 ETF worth $666K as of Q2 2026.
iShares Russell 2000 ETF was a new City National Bank of Florida position in Q2 2026.
iShares Russell 2000 ETF made up 0.28% of City National Bank of Florida's portfolio in Q2 2026, its #72 holding.
City National Bank of Florida first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
2,175 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.