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

First County 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	$926K	Sell	3,081 -66	-2%	-$18.5K	0.44%	67
2026 Q1	$780K	Sell	3,147 -751	-19%	-$194K	0.42%	68
2025 Q4	$960K	Buy	3,898 +220	+6%	+$54.1K	0.5%	64
2025 Q3	$890K	Buy	3,678 +302	+9%	+$69.3K	0.45%	67
2025 Q2	$729K	Sell	3,376 -154	-4%	-$31K	0.39%	78
2025 Q1	$704K	Sell	3,530 -46	-1%	-$9.98K	0.39%	84
2024 Q4	$790K	Buy	3,576 +138	+4%	+$31.5K	0.44%	71
2024 Q3	$759K	Buy	3,438 +1,648	+92%	+$353K	0.38%	81
2024 Q2	$363K	Sell	1,790 -2,168	-55%	-$438K	0.19%	115
2024 Q1	$832K	Sell	3,958 -791	-17%	-$158K	0.41%	89
2023 Q4	$953K	Sell	4,749 -91	-2%	-$16.3K	0.46%	78
2023 Q3	$855K	Buy	4,840 +1,041	+27%	+$195K	0.45%	83
2023 Q2	$711K	Sell	3,799 -175	-4%	-$31.2K	0.35%	98
2023 Q1	$709K	Sell	3,974 -2,003	-34%	-$369K	0.35%	90
2022 Q4	$1.04M	Buy	+5,977	New	+$1.06M	0.5%	63

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 County Bank's IWM Position: Q2 2026 in Review

First County Bank reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $18.5K and leaving 3,081 shares worth $926K. The position accounts for 0.44% of the portfolio, ranked #67.

First County Bank first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

First County Bank held 3,081 shares of iShares Russell 2000 ETF worth $926K as of Q2 2026.
First County Bank sold 66 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.5K.
iShares Russell 2000 ETF made up 0.44% of First County Bank's portfolio in Q2 2026, its #67 holding.
First County Bank first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
First County Bank's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2022.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.