Iowa State Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Iowa State 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 Q3	$8.76M	Buy	31,507 +871	+3%	+$256K	1.48%	18
2026 Q2	$9.2M	Buy	30,636 +1,836	+6%	+$516K	1.54%	17
2026 Q1	$7.14M	Buy	28,800 +25,710	+832%	+$6.63M	1.31%	22
2025 Q4	$761K	Hold	3,090	–	–	0.14%	88
2025 Q3	$748K	Hold	3,090	–	–	0.14%	90
2025 Q2	$667K	Hold	3,090	–	–	0.13%	95
2025 Q1	$616K	Buy	+3,090	New	+$670K	0.13%	94
2023 Q1	–	Sell	-1,215	Closed	-$212K	–	115
2022 Q4	$212K	Sell	1,215 -414	-25%	-$73.6K	0.05%	111
2022 Q3	$269K	Sell	1,629 -33	-2%	-$6.02K	0.08%	100
2022 Q2	$281K	Sell	1,662 -41	-2%	-$7.56K	0.07%	98
2022 Q1	$350K	Sell	1,703 -94	-5%	-$19.2K	0.08%	98
2021 Q4	$400K	Hold	1,797	–	–	0.09%	100
2021 Q3	$393K	Sell	1,797 -306	-15%	-$67.8K	0.11%	102
2021 Q2	$482K	Buy	2,103 +163	+8%	+$36.6K	0.14%	96
2021 Q1	$429K	Sell	1,940 -171	-8%	-$37.3K	0.13%	97
2020 Q4	$414K	Sell	2,111 -94	-4%	-$16.4K	0.14%	90
2020 Q3	$330K	Hold	2,205	–	–	0.13%	95
2020 Q2	$316K	Hold	2,205	–	–	0.14%	89
2020 Q1	$252K	Sell	2,205 -76	-3%	-$11.3K	0.12%	109
2019 Q4	$378K	Buy	2,281 +251	+12%	+$39.7K	0.13%	102
2019 Q3	$307K	Hold	2,030	–	–	0.12%	113
2019 Q2	$316K	Hold	2,030	–	–	0.14%	91
2019 Q1	$311K	Sell	2,030 -50	-2%	-$7.51K	0.14%	90
2018 Q4	$279K	Hold	2,080	–	–	0.14%	86
2018 Q3	$351K	Hold	2,080	–	–	0.16%	83
2018 Q2	$341K	Hold	2,080	–	–	0.16%	83
2018 Q1	$316K	Hold	2,080	–	–	0.15%	84
2017 Q4	$317K	Hold	2,080	–	–	0.14%	84
2017 Q3	$308K	Hold	2,080	–	–	0.15%	79
2017 Q2	$293K	Hold	2,080	–	–	0.14%	79
2017 Q1	$286K	Sell	2,080 -115	-5%	-$15.7K	0.14%	75
2016 Q4	$296K	Hold	2,195	–	–	0.15%	75
2016 Q3	$273K	Hold	2,195	–	–	0.15%	75
2016 Q2	$252K	Sell	2,195 -215	-9%	-$24.3K	0.14%	79
2016 Q1	$267K	Buy	2,410 +430	+22%	+$44.5K	0.15%	77
2015 Q4	$223K	Hold	1,980	–	–	0.13%	75
2015 Q3	$216K	Hold	1,980	–	–	0.15%	75
2015 Q2	$247K	Buy	+1,980	New	+$247K	0.16%	70

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Iowa State Bank's IWM Position: Q3 2026 in Review

Iowa State Bank increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q3 2026, buying an estimated $256K and bringing the position to 31,507 shares worth $8.76M. The position accounts for 1.48% of the portfolio, ranked #18.

Iowa State Bank first reported a position in IWM in Q2 2015 and has held it in 38 quarters since. The position peaked at $9.2M in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Iowa State Bank held 31,507 shares of iShares Russell 2000 ETF worth $8.76M as of Q3 2026.
Iowa State Bank bought 871 iShares Russell 2000 ETF shares in Q3 2026, an estimated $256K.
iShares Russell 2000 ETF made up 1.48% of Iowa State Bank's portfolio in Q3 2026, its #18 holding.
Iowa State Bank first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 38 quarters since.
Iowa State Bank's iShares Russell 2000 ETF position peaked at $9.2M in Q2 2026.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.