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

First 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 		$992K Sell
3,301
-204
-6% -$57.3K 0.15% 115
2026
Q1 		$869K Sell
3,505
-45
-1% -$11.6K 0.14% 111
2025
Q4 		$874K Sell
3,550
-124
-3% -$30.5K 0.14% 114
2025
Q3 		$889K Buy
3,674
+585
+19% +$134K 0.15% 103
2025
Q2 		$667K Buy
3,089
+451
+17% +$90.8K 0.12% 116
2025
Q1 		$526K Buy
2,638
+7
+0.3% +$1.52K 0.1% 133
2024
Q4 		$581K Buy
2,631
+2
+0.1% +$456 0.11% 123
2024
Q3 		$581K Buy
2,629
+429
+20% +$91.8K 0.11% 120
2024
Q2 		$446K Buy
2,200
+307
+16% +$62K 0.09% 130
2024
Q1 		$398K Buy
+1,893
New +$378K 0.08% 147

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

First Bank & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q2 2026, selling an estimated $57.3K and leaving 3,301 shares worth $992K. The position accounts for 0.15% of the portfolio, ranked #115.

First Bank & Trust first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • First Bank & Trust held 3,301 shares of iShares Russell 2000 ETF worth $992K as of Q2 2026.
  • First Bank & Trust sold 204 iShares Russell 2000 ETF shares in Q2 2026, an estimated $57.3K.
  • iShares Russell 2000 ETF made up 0.15% of First Bank & Trust's portfolio in Q2 2026, its #115 holding.
  • First Bank & Trust first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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