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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
Q2 		$1.79M Buy
5,963
+1,875
+46% +$527K 0.73% 28
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

STAR Financial Bank's IWM Position: Q2 2026 in Review

STAR Financial Bank increased its iShares Russell 2000 ETF (IWM) stake by 46% in Q2 2026, buying an estimated $527K and bringing the position to 5,963 shares worth $1.79M. The position accounts for 0.73% of the portfolio, ranked #28.

STAR Financial Bank first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.3M in Q4 2022. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • STAR Financial Bank held 5,963 shares of iShares Russell 2000 ETF worth $1.79M as of Q2 2026.
  • STAR Financial Bank bought 1,875 iShares Russell 2000 ETF shares in Q2 2026, an estimated $527K.
  • iShares Russell 2000 ETF made up 0.73% of STAR Financial Bank's portfolio in Q2 2026, its #28 holding.
  • STAR Financial Bank first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • STAR Financial Bank's iShares Russell 2000 ETF position peaked at $2.3M in Q4 2022.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.