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 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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Moody National Bank Trust Division's IWM Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its iShares Russell 2000 ETF (IWM) stake by 90% in Q2 2026, selling an estimated $2.74M and leaving 1,065 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #403.

Moody National Bank Trust Division first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.68M in Q1 2026. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Moody National Bank Trust Division held 1,065 shares of iShares Russell 2000 ETF worth $320K as of Q2 2026.
Moody National Bank Trust Division sold 9,760 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.74M.
iShares Russell 2000 ETF made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #403 holding.
Moody National Bank Trust Division first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
Moody National Bank Trust Division's iShares Russell 2000 ETF position peaked at $2.68M in Q1 2026.
1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.