First American Trust’s iShares Russell 2000 ETF IWM Stock Holding History

First American 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	$790K	Sell	2,629 -7	-0.3%	-$1.97K	0.05%	185
2026 Q1	$654K	Buy	2,636 +880	+50%	+$227K	0.04%	185
2025 Q4	$432K	Buy	1,756 +124	+8%	+$30.5K	0.03%	197
2025 Q3	$395K	Buy	+1,632	New	+$374K	0.03%	188
2018 Q2	–	Sell	-1,334	Closed	-$203K	–	136
2018 Q1	$203K	Sell	1,334 -80	-6%	-$12.4K	0.05%	124
2017 Q4	$216K	Sell	1,414 -12	-0.8%	-$1.8K	0.05%	112
2017 Q3	$211K	Buy	+1,426	New	+$201K	0.06%	106

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First American Trust's IWM Position: Q2 2026 in Review

First American Trust reduced its iShares Russell 2000 ETF (IWM) stake by 0.27% in Q2 2026, selling an estimated $1.97K and leaving 2,629 shares worth $790K. The position accounts for 0.05% of the portfolio, ranked #185.

First American Trust first reported a position in IWM in Q3 2017 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

First American Trust held 2,629 shares of iShares Russell 2000 ETF worth $790K as of Q2 2026.
First American Trust sold 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
iShares Russell 2000 ETF made up 0.05% of First American Trust's portfolio in Q2 2026, its #185 holding.
First American Trust first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.