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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
Q2 		$240K Buy
+800
New +$225K 0.07% 160

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Somerset Trust's IWM Position: Q2 2026 in Review

Somerset Trust opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 800 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #160 among its holdings.

655 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Somerset Trust held 800 shares of iShares Russell 2000 ETF worth $240K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Somerset Trust position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Somerset Trust's portfolio in Q2 2026, its #160 holding.
  • 655 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.