First County Bank
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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
Q3 		$823K Sell
2,962
-119
-4% -$34.9K 0.38% 72
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% -$10K 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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

First County Bank's IWM Position: Q3 2026 in Review

First County Bank reduced its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q3 2026, selling an estimated $34.9K and leaving 2,962 shares worth $823K. The position accounts for 0.38% of the portfolio, ranked #72.

First County Bank first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2022. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • First County Bank held 2,962 shares of iShares Russell 2000 ETF worth $823K as of Q3 2026.
  • First County Bank sold 119 iShares Russell 2000 ETF shares in Q3 2026, an estimated $34.9K.
  • iShares Russell 2000 ETF made up 0.38% of First County Bank's portfolio in Q3 2026, its #72 holding.
  • First County Bank first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • First County Bank's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2022.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.