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

Crews 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 		$5.18M Sell
17,228
-83
-0.5% -$23.3K 0.68% 29
2026
Q1 		$4.29M Sell
17,311
-110
-0.6% -$28.4K 0.62% 31
2025
Q4 		$4.29M Sell
17,421
-655
-4% -$161K 0.61% 32
2025
Q3 		$4.37M Sell
18,076
-150
-0.8% -$34.4K 0.64% 29
2025
Q2 		$3.93M Buy
18,226
+43
+0.2% +$8.65K 0.62% 31
2025
Q1 		$3.63M Sell
18,183
-328
-2% -$71.2K 0.62% 30
2024
Q4 		$4.09M Buy
+18,511
New +$4.22M 0.69% 28

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Crews Bank & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 0.48% in Q2 2026, selling an estimated $23.3K and leaving 17,228 shares worth $5.18M. The position accounts for 0.68% of the portfolio, ranked #29.

Crews Bank & Trust first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 966 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Crews Bank & Trust held 17,228 shares of iShares Russell 2000 ETF worth $5.18M as of Q2 2026.
  • Crews Bank & Trust sold 83 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23.3K.
  • iShares Russell 2000 ETF made up 0.68% of Crews Bank & Trust's portfolio in Q2 2026, its #29 holding.
  • Crews Bank & Trust first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.