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Montecito Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Montecito Bank & Trust’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 		$2.45M Sell
8,153
-140
-2% -$39.3K 0.37% 63
2026
Q1 		$2.06M Sell
8,293
-235
-3% -$60.6K 0.34% 62
2025
Q4 		$2.1M Sell
8,528
-53
-0.6% -$13K 0.33% 64
2025
Q3 		$2.08M Buy
+8,581
New +$1.97M 0.32% 73
2025
Q1 		$1.7M Sell
8,500
-99
-1% -$21.5K 0.3% 77
2024
Q4 		$1.9M Sell
8,599
-35
-0.4% -$7.98K 0.33% 71
2024
Q3 		$1.91M Buy
8,634
+104
+1% +$22.3K 0.32% 72
2024
Q2 		$1.73M Sell
8,530
-37
-0.4% -$7.48K 0.35% 64
2024
Q1 		$1.8M Sell
8,567
-283
-3% -$56.5K 0.36% 64
2023
Q4 		$1.78M Sell
8,850
-410
-4% -$73.5K 0.38% 59
2023
Q3 		$1.64M Buy
9,260
+595
+7% +$112K 0.38% 62
2023
Q2 		$1.62M Sell
8,665
-403
-4% -$71.8K 0.37% 64
2023
Q1 		$1.62M Sell
9,068
-149
-2% -$27.4K 0.39% 65
2022
Q4 		$1.61M Sell
9,217
-68
-0.7% -$12.1K 0.39% 62
2022
Q3 		$1.53M Sell
9,285
-8,483
-48% -$1.55M 0.4% 62
2022
Q2 		$3.01M Sell
17,768
-8,349
-32% -$1.54M 0.71% 35
2022
Q1 		$5.36M Sell
26,117
-364
-1% -$74.3K 1% 25
2021
Q4 		$5.89M Sell
26,481
-371
-1% -$83.8K 1.04% 26
2021
Q3 		$5.87M Sell
26,852
-2,332
-8% -$517K 1.14% 22
2021
Q2 		$6.69M Sell
29,184
-650
-2% -$146K 1.28% 21
2021
Q1 		$6.59M Buy
29,834
+822
+3% +$179K 1.37% 18
2020
Q4 		$5.69M Buy
29,012
+2,650
+10% +$464K 1.25% 21
2020
Q3 		$3.95M Sell
26,362
-1,025
-4% -$154K 1.01% 25
2020
Q2 		$3.92M Sell
27,387
-909
-3% -$119K 1.08% 23
2020
Q1 		$3.24M Buy
28,296
+360
+1% +$53.7K 1.06% 23
2019
Q4 		$4.63M Sell
27,936
-463
-2% -$73.2K 1.24% 18
2019
Q3 		$4.3M Sell
28,399
-2,062
-7% -$315K 1.28% 16
2019
Q2 		$4.74M Sell
30,461
-1,375
-4% -$212K 1.43% 14
2019
Q1 		$4.87M Sell
31,836
-155
-0.5% -$23.3K 1.49% 14
2018
Q4 		$4.28M Sell
31,991
-5,132
-14% -$766K 1.48% 14
2018
Q3 		$6.26M Buy
37,123
+2,866
+8% +$484K 1.87% 11
2018
Q2 		$5.61M Buy
34,257
+851
+3% +$136K 1.8% 14
2018
Q1 		$5.07M Sell
33,406
-11,599
-26% -$1.79M 1.66% 14
2017
Q4 		$6.86M Buy
45,005
+6,105
+16% +$917K 2.23% 12
2017
Q3 		$5.76M Sell
38,900
-7,193
-16% -$1.01M 2% 12
2017
Q2 		$6.5M Sell
46,093
-1,912
-4% -$265K 2.34% 9
2017
Q1 		$6.6M Buy
48,005
+9,961
+26% +$1.36M 2.41% 8
2016
Q4 		$5.13M Buy
38,044
+8,956
+31% +$1.14M 1.79% 11
2016
Q3 		$3.61M Buy
29,088
+8,366
+40% +$1.02M 1.49% 13
2016
Q2 		$2.38M Sell
20,722
-911
-4% -$103K 1.01% 20
2016
Q1 		$2.39M Sell
21,633
-495
-2% -$51.2K 1.08% 19
2015
Q4 		$2.49M Sell
22,128
-7,249
-25% -$836K 1.18% 18
2015
Q3 		$3.21M Sell
29,377
-5,693
-16% -$675K 1.77% 9
2015
Q2 		$4.36M Hold
35,070
– – 2.16% 7
2015
Q1 		$4.36M Buy
35,070
+1,217
+4% +$147K 2.16% 7
2014
Q4 		$4.05M Buy
33,853
+3,981
+13% +$455K 2.13% 7
2014
Q3 		$3.27M Buy
29,872
+2,606
+10% +$298K 1.98% 7
2014
Q2 		$3.24M Sell
27,266
-760
-3% -$86.3K 1.96% 7
2014
Q1 		$3.26M Buy
28,026
+777
+3% +$89.6K 2.05% 7
2013
Q4 		$3.14M Sell
27,249
-3,616
-12% -$399K 1.96% 7
2013
Q3 		$3.29M Sell
30,865
-2,436
-7% -$252K 2.19% 8
2013
Q2 		$3.23M Buy
+33,301
New +$3.18M 2.18% 8

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Montecito Bank & Trust's IWM Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $39.3K and leaving 8,153 shares worth $2.45M. The position accounts for 0.37% of the portfolio, ranked #63.

Montecito Bank & Trust first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.86M in Q4 2017. 593 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Montecito Bank & Trust held 8,153 shares of iShares Russell 2000 ETF worth $2.45M as of Q2 2026.
  • Montecito Bank & Trust sold 140 iShares Russell 2000 ETF shares in Q2 2026, an estimated $39.3K.
  • iShares Russell 2000 ETF made up 0.37% of Montecito Bank & Trust's portfolio in Q2 2026, its #63 holding.
  • Montecito Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Montecito Bank & Trust's iShares Russell 2000 ETF position peaked at $6.86M in Q4 2017.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.