Exchange Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Exchange 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 Q3	$438K	Hold	1,576	–	–	0.27%	86
2026 Q2	$474K	Hold	1,576	–	–	0.29%	86
2026 Q1	$391K	Hold	1,576	–	–	0.27%	90
2025 Q4	$388K	Sell	1,576 -1,417	-47%	-$348K	0.27%	90
2025 Q3	$724K	Hold	2,993	–	–	0.5%	57
2025 Q2	$646K	Hold	2,993	–	–	0.51%	57
2025 Q1	$597K	Hold	2,993	–	–	0.48%	62
2024 Q4	$661K	Buy	2,993 +22	+0.7%	+$5.02K	0.53%	55
2024 Q3	$656K	Hold	2,971	–	–	0.54%	55
2024 Q2	$603K	Sell	2,971 -123	-4%	-$24.9K	0.51%	55
2024 Q1	$651K	Hold	3,094	–	–	0.53%	53
2023 Q4	$621K	Sell	3,094 -194	-6%	-$34.8K	0.54%	51
2023 Q3	$581K	Sell	3,288 -60	-2%	-$11.3K	0.56%	51
2023 Q2	$627K	Buy	+3,348	New	+$597K	0.61%	46

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Exchange Bank's IWM Position: Q3 2026 in Review

Exchange Bank held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,576 shares worth $438K. The position accounts for 0.27% of the portfolio, ranked #86.

Exchange Bank first reported a position in IWM in Q2 2023 and has held it in 14 quarters since. The position peaked at $724K in Q3 2025. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Exchange Bank held 1,576 shares of iShares Russell 2000 ETF worth $438K as of Q3 2026.
Exchange Bank left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.27% of Exchange Bank's portfolio in Q3 2026, its #86 holding.
Exchange Bank first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 14 quarters since.
Exchange Bank's iShares Russell 2000 ETF position peaked at $724K in Q3 2025.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.