First National Bank of Omaha’s iShares Russell 2000 ETF IWM Stock Holding History

First National Bank of Omaha’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	$5.38M	Buy	22,453 +1,610	+8%	+$415K	0.17%	138
2025 Q4	$5.17M	Buy	+20,843	New	+$5.12M	0.15%	149
2024 Q1	–	Sell	-1,755	Closed	-$352K	–	331
2023 Q4	$352K	Sell	1,755 -634	-27%	-$114K	0.02%	287
2023 Q3	$422K	Sell	2,389 -65	-3%	-$12.2K	0.03%	274
2023 Q2	$460K	Buy	2,454 +92	+4%	+$16.4K	0.03%	270
2023 Q1	$421K	Sell	2,362 -1,601	-40%	-$295K	0.03%	277
2022 Q4	$691K	Buy	3,963 +1,166	+42%	+$207K	0.04%	241
2022 Q3	$461K	Sell	2,797 -430	-13%	-$78.4K	0.03%	275
2022 Q2	$547K	Sell	3,227 -1,254	-28%	-$231K	0.03%	260
2022 Q1	$920K	Buy	4,481 +1,075	+32%	+$219K	0.05%	227
2021 Q4	$758K	Buy	3,406 +478	+16%	+$108K	0.04%	254
2021 Q3	$641K	Sell	2,928 -234	-7%	-$51.9K	0.03%	263
2021 Q2	$699K	Hold	3,162	–	–	0.04%	255
2021 Q1	$699K	Hold	3,162	–	–	0.04%	255
2020 Q4	$620K	Hold	3,162	–	–	0.03%	264
2020 Q3	$474K	Sell	3,162 -56	-2%	-$8.43K	0.03%	269
2020 Q2	$461K	Sell	3,218 -781	-20%	-$102K	0.03%	270
2020 Q1	$458K	Sell	3,999 -1,166	-23%	-$174K	0.04%	258
2019 Q4	$856K	Sell	5,165 -227	-4%	-$35.9K	0.05%	234
2019 Q3	$817K	Sell	5,392 -269	-5%	-$41.1K	0.05%	230
2019 Q2	$880K	Sell	5,661 -809	-13%	-$125K	0.06%	222
2019 Q1	$990K	Sell	6,470 -1,701	-21%	-$256K	0.07%	206
2018 Q4	$1.09M	Buy	8,171 +93	+1%	+$13.9K	0.08%	193
2018 Q3	$1.36M	Sell	8,078 -395	-5%	-$66.7K	0.08%	256
2018 Q2	$1.39M	Buy	8,473 +200	+2%	+$32K	0.08%	251
2018 Q1	$1.26M	Sell	8,273 -2,166	-21%	-$335K	0.08%	261
2017 Q4	$1.59M	Sell	10,439 -483	-4%	-$72.5K	0.09%	241
2017 Q3	$1.62M	Sell	10,922 -968	-8%	-$136K	0.1%	223
2017 Q2	$1.68M	Sell	11,890 -50	-0.4%	-$6.92K	0.1%	215
2017 Q1	$1.64M	Sell	11,940 -847	-7%	-$116K	0.1%	220
2016 Q4	$1.72M	Sell	12,787 -413	-3%	-$52.8K	0.11%	204
2016 Q3	$1.64M	Buy	13,200 +1,500	+13%	+$182K	0.12%	159
2016 Q2	$1.34M	Buy	11,700 +1,805	+18%	+$204K	0.1%	164
2016 Q1	$1.09M	Buy	9,895 +1,147	+13%	+$119K	0.08%	176
2015 Q4	$985	Buy	8,748 +1,400	+19%	+$161K	0.07%	194
2015 Q3	$802	Sell	7,348 -136	-2%	-$16.1K	0.06%	212
2015 Q2	$907	Hold	7,484	–	–	0.06%	213
2015 Q1	$907	Buy	7,484 +104	+1%	+$12.5K	0.06%	213
2014 Q4	$883K	Hold	7,380	–	–	0.06%	221
2014 Q3	$807K	Sell	7,380 -65	-0.9%	-$7.44K	0.06%	227
2014 Q2	$885K	Hold	7,445	–	–	0.06%	226
2014 Q1	$866K	Sell	7,445 -25	-0.3%	-$2.88K	0.06%	223
2013 Q4	$862K	Hold	7,470	–	–	0.07%	216
2013 Q3	$796K	Sell	7,470 -300	-4%	-$31K	0.07%	210
2013 Q2	$754	Buy	+7,770	New	+$742K	0.06%	217

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 $303B AUM 53.02% 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 National Bank of Omaha's IWM Position: Q1 2026 in Review

First National Bank of Omaha increased its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q1 2026, buying an estimated $415K and bringing the position to 22,453 shares worth $5.38M. The position accounts for 0.17% of the portfolio, ranked #138.

First National Bank of Omaha first reported a position in IWM in Q2 2013 and has held it in 45 quarters since. 2,571 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

First National Bank of Omaha held 22,453 shares of iShares Russell 2000 ETF worth $5.38M as of Q1 2026.
First National Bank of Omaha bought 1,610 iShares Russell 2000 ETF shares in Q1 2026, an estimated $415K.
iShares Russell 2000 ETF made up 0.17% of First National Bank of Omaha's portfolio in Q1 2026, its #138 holding.
First National Bank of Omaha first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 45 quarters since.
2,571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.