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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First American Trust's IWM Position: Q1 2026 in Review

First American Trust increased its iShares Russell 2000 ETF (IWM) stake by 50% in Q1 2026, buying an estimated $227K and bringing the position to 2,636 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #185.

First American Trust first reported a position in IWM in Q3 2017 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

First American Trust held 2,636 shares of iShares Russell 2000 ETF worth $654K as of Q1 2026.
First American Trust bought 880 iShares Russell 2000 ETF shares in Q1 2026, an estimated $227K.
iShares Russell 2000 ETF made up 0.04% of First American Trust's portfolio in Q1 2026, its #185 holding.
First American Trust first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 6 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.