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STAR Financial Bank’s iShares Russell 2000 ETF IWM Stock Holding History

STAR Financial Bank’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
Q1 		$1.01M Sell
4,088
-453
-10% -$117K 0.48% 33
2025
Q4 		$1.12M Sell
4,541
-40
-0.9% -$9.83K 0.57% 35
2025
Q3 		$1.11M Sell
4,581
-388
-8% -$89K 0.66% 32
2025
Q2 		$1.07M Sell
4,969
-95
-2% -$19.1K 0.68% 41
2025
Q1 		$1.01M Buy
5,064
+704
+16% +$153K 0.74% 36
2024
Q4 		$963K Sell
4,360
-3,119
-42% -$711K 0.69% 35
2024
Q3 		$1.65M Sell
7,479
-158
-2% -$33.8K 1.11% 25
2024
Q2 		$1.55M Sell
7,637
-2,335
-23% -$472K 1.19% 18
2024
Q1 		$2.1M Sell
9,972
-11
-0.1% -$2.19K 1.79% 10
2023
Q4 		$2M Sell
9,983
-996
-9% -$178K 1.82% 10
2023
Q3 		$1.94M Sell
10,979
-209
-2% -$39.2K 1.99% 8
2023
Q2 		$2.1M Sell
11,188
-36
-0.3% -$6.42K 1.96% 8
2023
Q1 		$2M Sell
11,224
-1,964
-15% -$362K 1.95% 8
2022
Q4 		$2.3M Buy
+13,188
New +$2.35M 2.28% 8

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

STAR Financial Bank's IWM Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, selling an estimated $117K and leaving 4,088 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #33.

STAR Financial Bank first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • STAR Financial Bank held 4,088 shares of iShares Russell 2000 ETF worth $1.01M as of Q1 2026.
  • STAR Financial Bank sold 453 iShares Russell 2000 ETF shares in Q1 2026, an estimated $117K.
  • iShares Russell 2000 ETF made up 0.48% of STAR Financial Bank's portfolio in Q1 2026, its #33 holding.
  • STAR Financial Bank first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's iShares Russell 2000 ETF position peaked at $2.3M in Q4 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.