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Southern Michigan Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Southern Michigan Bank & 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 		$442K Hold
1,472
– – 0.16% 52
2026
Q1 		$365K Buy
+1,472
New +$380K 0.14% 60

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BlackRock
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Southern Michigan Bank & Trust's IWM Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,472 shares worth $442K. The position accounts for 0.16% of the portfolio, ranked #52.

Southern Michigan Bank & Trust first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,472 shares of iShares Russell 2000 ETF worth $442K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.16% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #52 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.