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Tower Trust & Investment Company’s iShares Russell 2000 ETF IWM Stock Holding History

Tower Trust & Investment Company’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 		$75.1K Hold
250
– – 0.05% 121
2026
Q1 		$62K Hold
250
– – 0.04% 122
2025
Q4 		$61.5K Hold
250
– – 0.04% 124
2025
Q3 		$60.5K Hold
250
– – 0.04% 117
2025
Q2 		$53.9K Hold
250
– – 0.04% 123
2025
Q1 		$48.7K Buy
+250
New +$54.2K 0.04% 117

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Tower Trust & Investment Company's IWM Position: Q2 2026 in Review

Tower Trust & Investment Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 250 shares worth $75.1K. The position accounts for 0.05% of the portfolio, ranked #121.

Tower Trust & Investment Company first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Tower Trust & Investment Company held 250 shares of iShares Russell 2000 ETF worth $75.1K as of Q2 2026.
  • Tower Trust & Investment Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of Tower Trust & Investment Company's portfolio in Q2 2026, its #121 holding.
  • Tower Trust & Investment Company first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.