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City State Bank’s iShares Russell 2000 ETF IWM Stock Holding History

City State 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
Q2 		$352K Hold
1,170
– – 0.08% 159
2026
Q1 		$290K Sell
1,170
-20
-2% -$5.16K 0.08% 168
2025
Q4 		$293K Sell
1,190
-10
-0.8% -$2.46K 0.08% 168
2025
Q3 		$290K Hold
1,200
– – 0.08% 165
2025
Q2 		$259K Buy
1,200
+10
+0.8% +$2.01K 0.08% 174
2025
Q1 		$237K Sell
1,190
-40
-3% -$8.68K 0.08% 173
2024
Q4 		$272K Sell
1,230
-32
-3% -$7.3K 0.1% 161
2024
Q3 		$279K Sell
1,262
-60
-5% -$12.8K 0.1% 155
2024
Q2 		$268K Sell
1,322
-45
-3% -$9.09K 0.11% 152
2024
Q1 		$287K Buy
1,367
+20
+1% +$3.99K 0.13% 144
2023
Q4 		$270K Hold
1,347
– – 0.14% 144
2023
Q3 		$238K Hold
1,347
– – 0.13% 152
2023
Q2 		$252K Hold
1,347
– – 0.14% 144
2023
Q1 		$240K Sell
1,347
-5
-0.4% -$921 0.14% 151
2022
Q4 		$236K Hold
1,352
– – 0.15% 150
2022
Q3 		$223K Hold
1,352
– – 0.16% 134
2022
Q2 		$229K Hold
1,352
– – 0.16% 134
2022
Q1 		$278K Hold
1,352
– – 0.17% 129
2021
Q4 		$301K Buy
+1,352
New +$305K 0.19% 126

Other funds holding IWM

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

City State Bank's IWM Position: Q2 2026 in Review

City State Bank held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,170 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #159.

City State Bank first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 953 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • City State Bank held 1,170 shares of iShares Russell 2000 ETF worth $352K as of Q2 2026.
  • City State Bank left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.08% of City State Bank's portfolio in Q2 2026, its #159 holding.
  • City State Bank first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 953 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.