Sanibel Captiva Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

Sanibel Captiva 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	$2.03M	Sell	6,745 -212	-3%	-$59.6K	0.05%	197
2026 Q1	$1.73M	Buy	6,957 +1,400	+25%	+$361K	0.05%	192
2025 Q4	$1.37M	Hold	5,557	–	–	0.04%	209
2025 Q3	$1.34M	Sell	5,557 -24	-0.4%	-$5.51K	0.04%	211
2025 Q2	$1.2M	Sell	5,581 -1,000	-15%	-$201K	0.04%	211
2025 Q1	$1.31M	Sell	6,581 -126	-2%	-$27.3K	0.04%	202
2024 Q4	$1.48M	Buy	6,707 +1,247	+23%	+$284K	0.05%	189
2024 Q3	$1.21M	Buy	5,460 +388	+8%	+$83K	0.04%	204
2024 Q2	$1.03M	Sell	5,072 -39	-0.8%	-$7.88K	0.04%	206
2024 Q1	$1.07M	Buy	5,111 +109	+2%	+$21.7K	0.04%	196
2023 Q4	$1M	Buy	+5,002	New	+$896K	0.04%	190

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Sanibel Captiva Trust Company's IWM Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q2 2026, selling an estimated $59.6K and leaving 6,745 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #197.

Sanibel Captiva Trust Company first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,231 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sanibel Captiva Trust Company held 6,745 shares of iShares Russell 2000 ETF worth $2.03M as of Q2 2026.
Sanibel Captiva Trust Company sold 212 iShares Russell 2000 ETF shares in Q2 2026, an estimated $59.6K.
iShares Russell 2000 ETF made up 0.05% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #197 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
1,231 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.