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Idaho Trust Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Idaho Trust 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
Q1 		$14.3M Buy
57,583
+3,385
+6% +$873K 4.64% 3
2025
Q4 		$13.3M Buy
54,198
+1,764
+3% +$434K 4.42% 4
2025
Q3 		$12.7M Buy
52,434
+2,790
+6% +$640K 4.27% 6
2025
Q2 		$10.7M Buy
49,644
+1,673
+3% +$337K 3.83% 5
2025
Q1 		$9.57M Buy
47,971
+300
+0.6% +$65.1K 3.9% 5
2024
Q4 		$10.5M Sell
47,671
-2,732
-5% -$623K 5.31% 3
2024
Q3 		$11.1M Buy
50,403
+751
+2% +$161K 5.37% 2
2024
Q2 		$10.1M Buy
+49,652
New +$10M 5.15% 2
2024
Q1 		– Sell
-47,779
Closed -$9.59M – 133
2023
Q4 		$9.59M Buy
47,779
+7,874
+20% +$1.41M 5.56% 2
2023
Q3 		$7.05M Sell
39,905
-1,375
-3% -$258K 4.59% 4
2023
Q2 		$7.73M Buy
+41,280
New +$7.36M 4.86% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Idaho Trust Bank's IWM Position: Q1 2026 in Review

Idaho Trust Bank increased its iShares Russell 2000 ETF (IWM) stake by 6.2% in Q1 2026, buying an estimated $873K and bringing the position to 57,583 shares worth $14.3M. The position accounts for 4.64% of the portfolio, ranked #3.

Idaho Trust Bank first reported a position in IWM in Q2 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Idaho Trust Bank held 57,583 shares of iShares Russell 2000 ETF worth $14.3M as of Q1 2026.
  • Idaho Trust Bank bought 3,385 iShares Russell 2000 ETF shares in Q1 2026, an estimated $873K.
  • iShares Russell 2000 ETF made up 4.64% of Idaho Trust Bank's portfolio in Q1 2026, its #3 holding.
  • Idaho Trust Bank first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 11 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.