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Country Club Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Country Club 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
2025
Q3 		$4.85M Sell
20,078
-2,043
-9% -$469K 0.29% 91
2025
Q2 		$4.77M Sell
22,121
-2,665
-11% -$536K 0.3% 92
2025
Q1 		$4.97M Sell
24,786
-600
-2% -$130K 0.33% 83
2024
Q4 		$5.6M Sell
25,386
-1,326
-5% -$302K 0.37% 72
2024
Q3 		$5.89M Buy
26,712
+180
+0.7% +$38.5K 0.39% 72
2024
Q2 		$5.36M Sell
26,532
-1,460
-5% -$295K 0.37% 75
2024
Q1 		$5.89M Buy
27,992
+525
+2% +$105K 0.42% 68
2023
Q4 		$5.6M Buy
27,467
+1,720
+7% +$308K 0.42% 70
2023
Q3 		$4.57M Buy
25,747
+60
+0.2% +$11.3K 0.37% 78
2023
Q2 		$4.79M Buy
25,687
+575
+2% +$103K 0.38% 76
2023
Q1 		$4.4M Buy
25,112
+724
+3% +$133K 0.36% 81
2022
Q4 		$4.25M Sell
24,388
-31,772
-57% -$5.65M 0.37% 80
2022
Q3 		$9.33M Buy
56,160
+5,941
+12% +$1.08M 0.89% 33
2022
Q2 		$8.57M Sell
50,219
-2,730
-5% -$503K 0.79% 43
2022
Q1 		$11M Buy
+52,949
New +$10.8M 0.95% 37

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Country Club Bank's IWM Position: Q3 2025 in Review

Country Club Bank reduced its iShares Russell 2000 ETF (IWM) stake by 9.2% in Q3 2025, selling an estimated $469K and leaving 20,078 shares worth $4.85M. The position accounts for 0.29% of the portfolio, ranked #91.

Country Club Bank first reported a position in IWM in Q1 2022 and has held it in 15 quarters since. The position peaked at $11M in Q1 2022. 2,431 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Country Club Bank held 20,078 shares of iShares Russell 2000 ETF worth $4.85M as of Q3 2025.
  • Country Club Bank sold 2,043 iShares Russell 2000 ETF shares in Q3 2025, an estimated $469K.
  • iShares Russell 2000 ETF made up 0.29% of Country Club Bank's portfolio in Q3 2025, its #91 holding.
  • Country Club Bank first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's iShares Russell 2000 ETF position peaked at $11M in Q1 2022.
  • 2,431 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.