Community Financial Services Group’s iShares Russell 2000 ETF IWM Stock Holding History

Community Financial Services Group’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	$28.7K	Hold	96	–	–	﹤0.01%	278
2026 Q1	$24K	Buy	+96	New	+$24.8K	﹤0.01%	235
2015 Q4	–	Sell	-225	Closed	-$25K	–	143
2015 Q3	$25K	Hold	225	–	–	0.01%	168
2015 Q2	$28K	Hold	225	–	–	0.01%	171
2015 Q1	$28K	Buy	225 +125	+125%	+$15.1K	0.01%	171
2014 Q4	$12K	Hold	100	–	–	0.01%	220
2014 Q3	$11K	Hold	100	–	–	0.01%	192
2014 Q2	$12K	Hold	100	–	–	0.01%	185
2014 Q1	$12K	Buy	+100	New	+$11.5K	0.01%	184
2013 Q4	–	Sell	-100	Closed	-$11K	–	127
2013 Q3	$11K	Hold	100	–	–	0.01%	181
2013 Q2	$10K	Buy	+100	New	+$9.55K	0.01%	184

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Community Financial Services Group's IWM Position: Q2 2026 in Review

Community Financial Services Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 96 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Community Financial Services Group first reported a position in IWM in Q2 2013 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Community Financial Services Group held 96 shares of iShares Russell 2000 ETF worth $28.7K as of Q2 2026.
Community Financial Services Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #278 holding.
Community Financial Services Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 11 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.