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Mechanics Bank - Trust Department’s iShares Russell 2000 ETF IWM Stock Holding History

Mechanics Bank - Trust Department’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 		$1.52M Buy
5,070
+1,676
+49% +$471K 0.19% 100
2026
Q1 		$842K Sell
3,394
-135
-4% -$34.8K 0.12% 127
2025
Q4 		$869K Sell
3,529
-11
-0.3% -$2.7K 0.11% 125
2025
Q3 		$857K Sell
3,540
-815
-19% -$187K 0.12% 123
2025
Q2 		$940K Sell
4,355
-587
-12% -$118K 0.13% 123
2025
Q1 		$986K Sell
4,942
-100
-2% -$21.7K 0.13% 121
2024
Q4 		$1.11M Sell
5,042
-119
-2% -$27.1K 0.15% 113
2024
Q3 		$1.14M Sell
5,161
-50
-1% -$10.7K 0.15% 116
2024
Q2 		$1.06M Sell
5,211
-285
-5% -$57.6K 0.15% 114
2024
Q1 		$1.16M Sell
5,496
-405
-7% -$80.8K 0.17% 114
2023
Q4 		$1.18M Buy
5,901
+1,742
+42% +$312K 0.18% 107
2023
Q3 		$735K Sell
4,159
-110
-3% -$20.6K 0.12% 116
2023
Q2 		$799K Buy
4,269
+169
+4% +$30.1K 0.13% 117
2023
Q1 		$731K Sell
4,100
-808
-16% -$149K 0.12% 122
2022
Q4 		$856K Hold
4,908
– – 0.15% 117
2022
Q3 		$809K Sell
4,908
-70
-1% -$12.8K 0.15% 113
2022
Q2 		$843K Hold
4,978
– – 0.15% 113
2022
Q1 		$1.02M Sell
4,978
-50
-1% -$10.2K 0.16% 113
2021
Q4 		$1.12M Sell
5,028
-10
-0.2% -$2.26K 0.17% 108
2021
Q3 		$1.1M Sell
5,038
-295
-6% -$65.4K 0.18% 106
2021
Q2 		$1.22M Sell
5,333
-105
-2% -$23.6K 0.2% 99
2021
Q1 		$1.2M Sell
5,438
-25
-0.5% -$5.46K 0.21% 98
2020
Q4 		$1.07M Sell
5,463
-25
-0.5% -$4.38K 0.19% 95
2020
Q3 		$822K Sell
5,488
-283
-5% -$42.6K 0.16% 100
2020
Q2 		$826K Sell
5,771
-55
-0.9% -$7.22K 0.17% 101
2020
Q1 		$666K Sell
5,826
-1,135
-16% -$169K 0.16% 99
2019
Q4 		$1.15M Sell
6,961
-30
-0.4% -$4.74K 0.23% 89
2019
Q3 		$1.06M Sell
6,991
-400
-5% -$61.1K 0.21% 96
2019
Q2 		$1.15M Buy
7,391
+178
+2% +$27.4K 0.26% 83
2019
Q1 		$1.1M Sell
7,213
-370
-5% -$55.6K 0.25% 87
2018
Q4 		$1.01M Sell
7,583
-30
-0.4% -$4.48K 0.26% 89
2018
Q3 		$1.28M Sell
7,613
-1,047
-12% -$177K 0.27% 86
2018
Q2 		$1.42M Sell
8,660
-70
-0.8% -$11.2K 0.32% 84
2018
Q1 		$1.32M Sell
8,730
-510
-6% -$78.8K 0.31% 80
2017
Q4 		$1.41M Buy
9,240
+10
+0.1% +$1.5K 0.32% 80
2017
Q3 		$1.37M Sell
9,230
-465
-5% -$65.4K 0.33% 80
2017
Q2 		$1.37M Sell
9,695
-270
-3% -$37.4K 0.33% 78
2017
Q1 		$1.37M Sell
9,965
-435
-4% -$59.4K 0.33% 82
2016
Q4 		$1.4M Sell
10,400
-2,225
-18% -$284K 0.34% 81
2016
Q3 		$1.57M Buy
+12,625
New +$1.53M 0.38% 76

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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mechanics Bank - Trust Department's IWM Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its iShares Russell 2000 ETF (IWM) stake by 49% in Q2 2026, buying an estimated $471K and bringing the position to 5,070 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #100.

Mechanics Bank - Trust Department first reported a position in IWM in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.57M in Q3 2016. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mechanics Bank - Trust Department held 5,070 shares of iShares Russell 2000 ETF worth $1.52M as of Q2 2026.
  • Mechanics Bank - Trust Department bought 1,676 iShares Russell 2000 ETF shares in Q2 2026, an estimated $471K.
  • iShares Russell 2000 ETF made up 0.19% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #100 holding.
  • Mechanics Bank - Trust Department first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 40 quarters since.
  • Mechanics Bank - Trust Department's iShares Russell 2000 ETF position peaked at $1.57M in Q3 2016.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.