Missouri Trust & Investment Company’s iShares Russell 2000 ETF IWM Stock Holding History

Missouri Trust & Investment Company’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 Q1	$859K	Hold	3,462	–	–	0.25%	71
2025 Q4	$852K	Sell	3,462 -54	-2%	-$13.3K	0.25%	75
2025 Q3	$851K	Buy	3,516 +54	+2%	+$12.4K	0.25%	74
2025 Q2	$747K	Hold	3,462	–	–	0.24%	76
2025 Q1	$691K	Sell	3,462 -144	-4%	-$31.2K	0.24%	78
2024 Q4	$797K	Buy	3,606 +44	+1%	+$10K	0.28%	73
2024 Q3	$787K	Hold	3,562	–	–	0.27%	74
2024 Q2	$723K	Sell	3,562 -1,250	-26%	-$253K	0.27%	73
2024 Q1	$1.01M	Buy	4,812 +160	+3%	+$31.9K	0.39%	58
2023 Q4	$934K	Sell	4,652 -425	-8%	-$76.1K	0.38%	58
2023 Q3	$897K	Buy	5,077 +275	+6%	+$51.6K	0.4%	53
2023 Q2	$899K	Hold	4,802	–	–	0.51%	49
2023 Q1	$857K	Sell	4,802 -262	-5%	-$48.2K	0.55%	45
2022 Q4	$883K	Buy	5,064 +62	+1%	+$11K	0.53%	45
2022 Q3	$825K	Hold	5,002	–	–	0.54%	43
2022 Q2	$847K	Hold	5,002	–	–	0.55%	42
2022 Q1	$1.03M	Buy	5,002 +200	+4%	+$40.8K	0.6%	40
2021 Q4	$1.07M	Buy	+4,802	New	+$1.09M	0.62%	39

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Missouri Trust & Investment Company's IWM Position: Q1 2026 in Review

Missouri Trust & Investment Company held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,462 shares worth $859K. The position accounts for 0.25% of the portfolio, ranked #71.

Missouri Trust & Investment Company first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q4 2021. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Missouri Trust & Investment Company held 3,462 shares of iShares Russell 2000 ETF worth $859K as of Q1 2026.
Missouri Trust & Investment Company left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.25% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #71 holding.
Missouri Trust & Investment Company first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's iShares Russell 2000 ETF position peaked at $1.07M in Q4 2021.
2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.