Somerset Trust
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Somerset Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Somerset 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
Q3 		$222K Hold
800
– – 0.06% 169
2026
Q2 		$240K Buy
+800
New +$225K 0.07% 160

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Somerset Trust's IWM Position: Q3 2026 in Review

Somerset Trust held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 800 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #169.

Somerset Trust first reported a position in IWM in Q2 2026 and has held it in 2 quarters since. The position peaked at $240K in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Somerset Trust held 800 shares of iShares Russell 2000 ETF worth $222K as of Q3 2026.
  • Somerset Trust left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.06% of Somerset Trust's portfolio in Q3 2026, its #169 holding.
  • Somerset Trust first reported a position in iShares Russell 2000 ETF in Q2 2026 and has held it in 2 quarters since.
  • Somerset Trust's iShares Russell 2000 ETF position peaked at $240K in Q2 2026.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.