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 Q2	$18.1M	Buy	60,120 +2,537	+4%	+$713K	5.28%	3
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Idaho Trust Bank's IWM Position: Q2 2026 in Review

Idaho Trust Bank increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, buying an estimated $713K and bringing the position to 60,120 shares worth $18.1M. The position accounts for 5.28% of the portfolio, ranked #3.

Idaho Trust Bank first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Idaho Trust Bank held 60,120 shares of iShares Russell 2000 ETF worth $18.1M as of Q2 2026.
Idaho Trust Bank bought 2,537 iShares Russell 2000 ETF shares in Q2 2026, an estimated $713K.
iShares Russell 2000 ETF made up 5.28% of Idaho Trust Bank's portfolio in Q2 2026, its #3 holding.
Idaho Trust Bank first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.