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

Hickory Point 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	$1.85M	Sell	6,159 -27	-0.4%	-$7.59K	1.12%	16
2026 Q1	$1.53M	Buy	6,186 +425	+7%	+$110K	1.01%	20
2025 Q4	$1.42M	Buy	5,761 +25	+0.4%	+$6.15K	1.03%	20
2025 Q3	$1.39M	Buy	5,736 +450	+9%	+$103K	1.04%	19
2025 Q2	$1.14M	Buy	5,286 +282	+6%	+$56.7K	0.92%	22
2025 Q1	$998K	Buy	5,004 +426	+9%	+$92.4K	0.88%	21
2024 Q4	$1.01M	Buy	+4,578	New	+$1.04M	0.9%	20

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Hickory Point Bank & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 0.44% in Q2 2026, selling an estimated $7.59K and leaving 6,159 shares worth $1.85M. The position accounts for 1.12% of the portfolio, ranked #16.

Hickory Point Bank & Trust first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hickory Point Bank & Trust held 6,159 shares of iShares Russell 2000 ETF worth $1.85M as of Q2 2026.
Hickory Point Bank & Trust sold 27 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.59K.
iShares Russell 2000 ETF made up 1.12% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #16 holding.
Hickory Point Bank & Trust first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.