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CoreFirst Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

CoreFirst Bank & Trust’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 		$166K Buy
553
+33
+6% +$9.27K 0.08% 130
2026
Q1 		$129K Hold
520
– – 0.07% 143
2025
Q4 		$128K Buy
520
+32
+7% +$7.87K 0.07% 141
2025
Q3 		$118K Hold
488
– – 0.06% 152
2025
Q2 		$105K Buy
+488
New +$98.2K 0.06% 156
2025
Q1 		– Sell
-488
Closed -$108K – 223
2024
Q4 		$108K Buy
+488
New +$111K 0.06% 148

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CoreFirst Bank & Trust's IWM Position: Q2 2026 in Review

CoreFirst Bank & Trust increased its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q2 2026, buying an estimated $9.27K and bringing the position to 553 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #130.

CoreFirst Bank & Trust first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CoreFirst Bank & Trust held 553 shares of iShares Russell 2000 ETF worth $166K as of Q2 2026.
  • CoreFirst Bank & Trust bought 33 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.27K.
  • iShares Russell 2000 ETF made up 0.08% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #130 holding.
  • CoreFirst Bank & Trust first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.