Perkins Coie Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

Perkins Coie Trust 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 Q2	$1.16M	Buy	3,855 +750	+24%	+$211K	0.19%	65
2026 Q1	$770K	Hold	3,105	–	–	0.15%	66
2025 Q4	$764K	Hold	3,105	–	–	0.14%	65
2025 Q3	$751K	Hold	3,105	–	–	0.14%	66
2025 Q2	$670K	Sell	3,105 -15,758	-84%	-$3.17M	0.11%	73
2025 Q1	$3.76M	Sell	18,863 -4,830	-20%	-$1.05M	0.85%	42
2024 Q4	$5.24M	Buy	23,693 +5,535	+30%	+$1.26M	1.15%	25
2024 Q3	$4.01M	Sell	18,158 -3,544	-16%	-$758K	0.89%	38
2024 Q2	$4.4M	Buy	21,702 +9	+0%	+$1.82K	1.02%	31
2024 Q1	$4.56M	Sell	21,693 -548	-2%	-$109K	1.07%	30
2023 Q4	$4.46M	Buy	22,241 +8,357	+60%	+$1.5M	1.13%	28
2023 Q3	$2.45M	Buy	13,884 +142	+1%	+$26.7K	0.69%	48
2023 Q2	$2.57M	Sell	13,742 -1,053	-7%	-$188K	0.73%	47
2023 Q1	$2.64M	Buy	14,795 +1,612	+12%	+$297K	0.79%	46
2022 Q4	$2.3M	Buy	13,183 +11,663	+767%	+$2.07M	0.73%	47
2022 Q3	$251K	Hold	1,520	–	–	0.1%	75
2022 Q2	$257K	Sell	1,520 -60	-4%	-$11.1K	0.09%	75
2022 Q1	$324K	Buy	1,580 +60	+4%	+$12.2K	0.1%	76
2021 Q4	$338K	Hold	1,520	–	–	0.1%	73
2021 Q3	$333K	Hold	1,520	–	–	0.1%	84
2021 Q2	$349K	Hold	1,520	–	–	0.11%	84
2021 Q1	$336K	Hold	1,520	–	–	0.11%	85
2020 Q4	$298K	Hold	1,520	–	–	0.1%	89
2020 Q3	$228K	Hold	1,520	–	–	0.09%	93
2020 Q2	$218K	Hold	1,520	–	–	0.09%	95
2020 Q1	$174K	Hold	1,520	–	–	0.09%	95
2019 Q4	$252K	Sell	1,520 -150	-9%	-$23.7K	0.1%	92
2019 Q3	$253K	Hold	1,670	–	–	0.11%	89
2019 Q2	$260K	Sell	1,670 -262	-14%	-$40.4K	0.12%	88
2019 Q1	$296K	Sell	1,932 -4,430	-70%	-$666K	0.14%	82
2018 Q4	$852K	Buy	6,362 +3,250	+104%	+$485K	0.45%	60
2018 Q3	$525K	Hold	3,112	–	–	0.24%	74
2018 Q2	$510K	Hold	3,112	–	–	0.25%	74
2018 Q1	$472K	Hold	3,112	–	–	0.23%	74
2017 Q4	$474K	Hold	3,112	–	–	0.24%	75
2017 Q3	$461K	Hold	3,112	–	–	0.24%	78
2017 Q2	$439K	Buy	3,112 +2,286	+277%	+$316K	0.24%	77
2017 Q1	$114K	Hold	826	–	–	0.07%	100
2016 Q4	$111K	Hold	826	–	–	0.07%	101
2016 Q3	$103K	Hold	826	–	–	0.07%	97
2016 Q2	$95K	Hold	826	–	–	0.06%	98
2016 Q1	$91K	Hold	826	–	–	0.06%	100
2015 Q4	$93K	Hold	826	–	–	0.07%	90
2015 Q3	$90K	Hold	826	–	–	0.07%	92
2015 Q2	$103K	Buy	826 +64	+8%	+$8K	0.08%	92
2015 Q1	$95K	Buy	+762	New	+$91.9K	0.07%	93
2014 Q4	–	Sell	-315	Closed	-$34K	–	245
2014 Q3	$34K	Buy	315 +155	+97%	+$17.7K	0.03%	146
2014 Q2	$19K	Hold	160	–	–	0.02%	154
2014 Q1	$19K	Buy	+160	New	+$18.5K	0.02%	155

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

AIA

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Perkins Coie Trust Company's IWM Position: Q2 2026 in Review

Perkins Coie Trust Company increased its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, buying an estimated $211K and bringing the position to 3,855 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #65.

Perkins Coie Trust Company first reported a position in IWM in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.24M in Q4 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Perkins Coie Trust Company held 3,855 shares of iShares Russell 2000 ETF worth $1.16M as of Q2 2026.
Perkins Coie Trust Company bought 750 iShares Russell 2000 ETF shares in Q2 2026, an estimated $211K.
iShares Russell 2000 ETF made up 0.19% of Perkins Coie Trust Company's portfolio in Q2 2026, its #65 holding.
Perkins Coie Trust Company first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 49 quarters since.
Perkins Coie Trust Company's iShares Russell 2000 ETF position peaked at $5.24M in Q4 2024.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.