Moody National Bank Trust Division’s iShares Russell 2000 ETF IWM Stock Holding History

Moody National Bank Trust Division’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	$296K	Hold	1,065	–	–	0.02%	424
2026 Q2	$320K	Sell	1,065 -9,760	-90%	-$2.74M	0.03%	403
2026 Q1	$2.68M	Buy	10,825 +3	+0%	+$774	0.26%	68
2025 Q4	$2.66M	Hold	10,822	–	–	0.26%	75
2025 Q3	$2.62M	Hold	10,822	–	–	0.22%	97
2025 Q2	$2.34M	Hold	10,822	–	–	0.21%	96
2025 Q1	$2.16M	Hold	10,822	–	–	0.23%	95
2024 Q4	$2.39M	Hold	10,822	–	–	0.25%	82
2024 Q3	$2.39M	Buy	10,822 +48	+0.4%	+$10.3K	0.26%	89
2024 Q2	$2.19M	Hold	10,774	–	–	0.17%	75
2024 Q1	$2.27M	Hold	10,774	–	–	0.18%	74
2023 Q4	$2.16M	Buy	10,774 +3,426	+47%	+$614K	0.17%	87
2023 Q3	$1.3M	Hold	7,348	–	–	0.08%	179
2023 Q2	$1.38M	Hold	7,348	–	–	0.09%	155
2023 Q1	$1.31M	Buy	7,348 +1,988	+37%	+$366K	0.11%	159
2022 Q4	$934K	Buy	5,360 +3,255	+155%	+$579K	0.08%	203
2022 Q3	$347K	Buy	+2,105	New	+$384K	0.04%	420

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

Moody National Bank Trust Division's IWM Position: Q3 2026 in Review

Moody National Bank Trust Division held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,065 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #424.

Moody National Bank Trust Division first reported a position in IWM in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.68M in Q1 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Moody National Bank Trust Division held 1,065 shares of iShares Russell 2000 ETF worth $296K as of Q3 2026.
Moody National Bank Trust Division left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #424 holding.
Moody National Bank Trust Division first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 17 quarters since.
Moody National Bank Trust Division's iShares Russell 2000 ETF position peaked at $2.68M in Q1 2026.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.