First Nebraska Trust’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Hold |
4,963
| – | – | 0.11% | 98 |
|
|
2025
Q4 | $1.22M | Buy |
4,963
+215
| +5% | +$52.9K | 0.11% | 96 |
|
|
2025
Q3 | $1.15M | Hold |
4,748
| – | – | 0.1% | 100 |
|
|
2025
Q2 | $1.02M | Buy |
4,748
+1,300
| +38% | +$262K | 0.1% | 101 |
|
|
2025
Q1 | $688K | Buy |
3,448
+13
| +0.4% | +$2.82K | 0.07% | 112 |
|
|
2024
Q4 | $759K | Hold |
3,435
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $759K | Hold |
3,435
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $697K | Hold |
3,435
| – | – | 0.07% | 112 |
|
|
2024
Q1 | $722K | Hold |
3,435
| – | – | 0.07% | 107 |
|
|
2023
Q4 | $689K | Hold |
3,435
| – | – | 0.08% | 105 |
|
|
2023
Q3 | $607K | Hold |
3,435
| – | – | 0.08% | 106 |
|
|
2023
Q2 | $643K | Hold |
3,435
| – | – | 0.08% | 102 |
|
|
2023
Q1 | $613K | Hold |
3,435
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $599K | Sell |
3,435
-35
| -1% | -$6.22K | 0.08% | 104 |
|
|
2022
Q3 | $572K | Sell |
3,470
-35
| -1% | -$6.38K | 0.08% | 105 |
|
|
2022
Q2 | $594K | Hold |
3,505
| – | – | 0.08% | 108 |
|
|
2022
Q1 | $719K | Hold |
3,505
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $780K | Sell |
3,505
-25
| -0.7% | -$5.65K | 0.09% | 97 |
|
|
2021
Q3 | $772K | Hold |
3,530
| – | – | 0.1% | 87 |
|
|
2021
Q2 | $810K | Hold |
3,530
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $780K | Hold |
3,530
| – | – | 0.1% | 90 |
|
|
2020
Q4 | $692K | Hold |
3,530
| – | – | 0.1% | 93 |
|
|
2020
Q3 | $529K | Hold |
3,530
| – | – | 0.09% | 98 |
|
|
2020
Q2 | $505K | Hold |
3,530
| – | – | 0.09% | 99 |
|
|
2020
Q1 | $404K | Hold |
3,530
| – | – | 0.09% | 101 |
|
|
2019
Q4 | $585K | Hold |
3,530
| – | – | 0.09% | 91 |
|
|
2019
Q3 | $534K | Hold |
3,530
| – | – | 0.09% | 91 |
|
|
2019
Q2 | $549K | Hold |
3,530
| – | – | 0.1% | 88 |
|
|
2019
Q1 | $540K | Hold |
3,530
| – | – | 0.1% | 88 |
|
|
2018
Q4 | $473K | Hold |
3,530
| – | – | 0.1% | 88 |
|
|
2018
Q3 | $595K | Hold |
3,530
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $578K | Hold |
3,530
| – | – | 0.12% | 85 |
|
|
2018
Q1 | $536K | Hold |
3,530
| – | – | 0.11% | 84 |
|
|
2017
Q4 | $538K | Sell |
3,530
-150
| -4% | -$22.5K | 0.11% | 87 |
|
|
2017
Q3 | $545K | Hold |
3,680
| – | – | 0.12% | 83 |
|
|
2017
Q2 | $519K | Hold |
3,680
| – | – | 0.12% | 86 |
|
|
2017
Q1 | $506K | Hold |
3,680
| – | – | 0.11% | 77 |
|
|
2016
Q4 | $496K | Hold |
3,680
| – | – | 0.12% | 73 |
|
|
2016
Q3 | $457K | Hold |
3,680
| – | – | 0.12% | 73 |
|
|
2016
Q2 | $423K | Buy |
3,680
+150
| +4% | +$16.9K | 0.11% | 72 |
|
|
2016
Q1 | $391K | Hold |
3,530
| – | – | 0.11% | 75 |
|
|
2015
Q4 | $398K | Buy |
+3,530
| New | +$407K | 0.12% | 71 |
|
Other funds holding IWM
First Nebraska Trust's IWM Position: Q1 2026 in Review
First Nebraska Trust held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,963 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #98.
First Nebraska Trust first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- First Nebraska Trust held 4,963 shares of iShares Russell 2000 ETF worth $1.23M as of Q1 2026.
- First Nebraska Trust left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 0.11% of First Nebraska Trust's portfolio in Q1 2026, its #98 holding.
- First Nebraska Trust first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.