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Ledyard National Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Ledyard National 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 		$550K Buy
1,829
+432
+31% +$121K 0.04% 162
2026
Q1 		$346K Hold
1,397
– – 0.03% 185
2025
Q4 		$344K Sell
1,397
-53
-4% -$13K 0.03% 186
2025
Q3 		$351K Sell
1,450
-150
-9% -$34.4K 0.03% 177
2025
Q2 		$345K Buy
1,600
+121
+8% +$24.3K 0.03% 169
2025
Q1 		$295K Hold
1,479
– – 0.03% 177
2024
Q4 		$327K Sell
1,479
-61
-4% -$13.9K 0.03% 168
2024
Q3 		$340K Buy
1,540
+76
+5% +$16.3K 0.03% 169
2024
Q2 		$297K Sell
1,464
-170
-10% -$34.4K 0.03% 177
2024
Q1 		$344K Sell
1,634
-39
-2% -$7.78K 0.03% 169
2023
Q4 		$336K Sell
1,673
-60
-3% -$10.7K 0.03% 165
2023
Q3 		$306K Buy
1,733
+200
+13% +$37.5K 0.03% 165
2023
Q2 		$287K Buy
1,533
+37
+2% +$6.6K 0.03% 183
2023
Q1 		$267K Buy
1,496
+26
+2% +$4.79K 0.03% 178
2022
Q4 		$256K Hold
1,470
– – 0.03% 180
2022
Q3 		$242K Hold
1,470
– – 0.03% 181
2022
Q2 		$249K Buy
1,470
+20
+1% +$3.69K 0.03% 189
2022
Q1 		$298K Sell
1,450
-45
-3% -$9.18K 0.03% 189
2021
Q4 		$333K Sell
1,495
-12
-0.8% -$2.71K 0.03% 192
2021
Q3 		$330K Hold
1,507
– – 0.03% 194
2021
Q2 		$346K Hold
1,507
– – 0.04% 194
2021
Q1 		$333K Sell
1,507
-76
-5% -$16.6K 0.04% 192
2020
Q4 		$310K Sell
1,583
-275
-15% -$48.1K 0.04% 190
2020
Q3 		$278K Sell
1,858
-228
-11% -$34.3K 0.04% 200
2020
Q2 		$299K Sell
2,086
-424
-17% -$55.6K 0.04% 186
2020
Q1 		$287K Buy
2,510
+293
+13% +$43.7K 0.04% 196
2019
Q4 		$367K Sell
2,217
-73
-3% -$11.5K 0.04% 211
2019
Q3 		$347K Hold
2,290
– – 0.05% 211
2019
Q2 		$356K Sell
2,290
-259
-10% -$39.9K 0.05% 209
2019
Q1 		$390K Buy
2,549
+234
+10% +$35.2K 0.05% 208
2018
Q4 		$310K Buy
2,315
+127
+6% +$18.9K 0.04% 228
2018
Q3 		$369K Sell
2,188
-65
-3% -$11K 0.04% 226
2018
Q2 		$369K Sell
2,253
-90
-4% -$14.4K 0.04% 224
2018
Q1 		$356K Sell
2,343
-793
-25% -$122K 0.04% 240
2017
Q4 		$478K Hold
3,136
– – 0.06% 208
2017
Q3 		$465K Buy
3,136
+1,822
+139% +$256K 0.06% 194
2017
Q2 		$185K Hold
1,314
– – 0.03% 278
2017
Q1 		$181K Hold
1,314
– – 0.03% 270
2016
Q4 		$177K Hold
1,314
– – 0.03% 205
2016
Q3 		$163K Sell
1,314
-42
-3% -$5.11K 0.03% 213
2016
Q2 		$156K Hold
1,356
– – 0.03% 211
2016
Q1 		$150K Hold
1,356
– – 0.03% 212
2015
Q4 		$153K Sell
1,356
-141
-9% -$16.3K 0.03% 206
2015
Q3 		$163K Hold
1,497
– – 0.03% 194
2015
Q2 		$187K Buy
1,497
+42
+3% +$5.25K 0.03% 177
2015
Q1 		$181K Hold
1,455
– – 0.03% 181
2014
Q4 		$174K Buy
1,455
+609
+72% +$69.6K 0.03% 181
2014
Q3 		$93K Hold
846
– – 0.02% 215
2014
Q2 		$101K Hold
846
– – 0.02% 211
2014
Q1 		$98K Hold
846
– – 0.02% 198
2013
Q4 		$98K Buy
846
+736
+669% +$81.3K 0.02% 198
2013
Q3 		$12K Sell
110
-5,143
-98% -$532K ﹤0.01% 346
2013
Q2 		$510K Buy
+5,253
New +$502K 0.09% 96

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
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
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Ledyard National Bank's IWM Position: Q2 2026 in Review

Ledyard National Bank increased its iShares Russell 2000 ETF (IWM) stake by 31% in Q2 2026, buying an estimated $121K and bringing the position to 1,829 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #162.

Ledyard National Bank first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ledyard National Bank held 1,829 shares of iShares Russell 2000 ETF worth $550K as of Q2 2026.
  • Ledyard National Bank bought 432 iShares Russell 2000 ETF shares in Q2 2026, an estimated $121K.
  • iShares Russell 2000 ETF made up 0.04% of Ledyard National Bank's portfolio in Q2 2026, its #162 holding.
  • Ledyard National Bank first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.