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 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

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Exchange Bank's IWM Position: Q2 2026 in Review

Exchange Bank held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,576 shares worth $474K. The position accounts for 0.29% of the portfolio, ranked #86.

Exchange Bank first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. The position peaked at $724K in Q3 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Exchange Bank held 1,576 shares of iShares Russell 2000 ETF worth $474K as of Q2 2026.
Exchange Bank left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.29% of Exchange Bank's portfolio in Q2 2026, its #86 holding.
Exchange Bank first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
Exchange Bank's iShares Russell 2000 ETF position peaked at $724K in Q3 2025.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.