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Indiana Trust & Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Indiana Trust & Investment Management’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 		$2.59M Sell
8,613
-114
-1% -$32K 0.71% 28
2026
Q1 		$2.16M Sell
8,727
-195
-2% -$50.3K 0.67% 27
2025
Q4 		$2.2M Sell
8,922
-10
-0.1% -$2.46K 0.65% 27
2025
Q3 		$2.16M Sell
8,932
-10
-0.1% -$2.29K 0.66% 28
2025
Q2 		$1.93M Sell
8,942
-273
-3% -$54.9K 0.64% 29
2025
Q1 		$1.84M Sell
9,215
-20
-0.2% -$4.34K 0.67% 29
2024
Q4 		$2.04M Hold
9,235
– – 0.69% 25
2024
Q3 		$2.04M Hold
9,235
– – 0.7% 29
2024
Q2 		$1.87M Buy
9,235
+1,809
+24% +$366K 0.69% 26
2024
Q1 		$1.56M Hold
7,426
– – 0.63% 36
2023
Q4 		$1.49M Hold
7,426
– – 0.67% 38
2023
Q3 		$1.31M Buy
+7,426
New +$1.39M 0.66% 40

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Indiana Trust & Investment Management's IWM Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, selling an estimated $32K and leaving 8,613 shares worth $2.59M. The position accounts for 0.71% of the portfolio, ranked #28.

Indiana Trust & Investment Management first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 1,202 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Indiana Trust & Investment Management held 8,613 shares of iShares Russell 2000 ETF worth $2.59M as of Q2 2026.
  • Indiana Trust & Investment Management sold 114 iShares Russell 2000 ETF shares in Q2 2026, an estimated $32K.
  • iShares Russell 2000 ETF made up 0.71% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #28 holding.
  • Indiana Trust & Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.