UMB Bank’s iShares Russell 2000 ETF IWM Stock Holding History

UMB 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	$47.5M	Buy	191,731 +676	+0.4%	+$174K	0.66%	34
2025 Q4	$47M	Buy	191,055 +10,757	+6%	+$2.64M	0.63%	36
2025 Q3	$43.6M	Buy	180,298 +1,404	+0.8%	+$322K	0.64%	35
2025 Q2	$38.6M	Buy	178,894 +22,085	+14%	+$4.44M	0.6%	37
2025 Q1	$31.3M	Sell	156,809 -10,388	-6%	-$2.25M	0.52%	42
2024 Q4	$36.9M	Sell	167,197 -4,223	-2%	-$963K	0.58%	38
2024 Q3	$37.9M	Buy	171,420 +119	+0.1%	+$25.5K	0.59%	39
2024 Q2	$34.8M	Sell	171,301 -25,661	-13%	-$5.19M	0.57%	41
2024 Q1	$41.4M	Sell	196,962 -6,219	-3%	-$1.24M	0.66%	37
2023 Q4	$40.8M	Buy	203,181 +5,438	+3%	+$974K	0.6%	43
2023 Q3	$34.9M	Buy	197,743 +7,624	+4%	+$1.43M	0.56%	45
2023 Q2	$35.6M	Buy	190,119 +1,651	+0.9%	+$294K	0.54%	44
2023 Q1	$33.6M	Buy	188,468 +30,478	+19%	+$5.61M	0.54%	45
2022 Q4	$27.5M	Sell	157,990 -18,247	-10%	-$3.25M	0.44%	63
2022 Q3	$29.1M	Buy	176,237 +13,597	+8%	+$2.48M	0.49%	52
2022 Q2	$27.5M	Buy	162,640 +25,630	+19%	+$4.72M	0.43%	60
2022 Q1	$28.1M	Sell	137,010 -13,268	-9%	-$2.71M	0.37%	65
2021 Q4	$33.4M	Buy	150,278 +28,879	+24%	+$6.53M	0.42%	58
2021 Q3	$26.6M	Buy	121,399 +2,495	+2%	+$553K	0.6%	41
2021 Q2	$27.3M	Sell	118,904 -8,946	-7%	-$2.01M	0.62%	42
2021 Q1	$28.2M	Buy	127,850 +10,658	+9%	+$2.33M	0.69%	36
2020 Q4	$23M	Sell	117,192 -2,992	-2%	-$524K	0.62%	38
2020 Q3	$17.2M	Hold	120,184	–	–	0.53%	53
2020 Q2	$17.2M	Sell	120,184 -6,924	-5%	-$909K	0.53%	53
2020 Q1	$14.5M	Sell	127,108 -7,364	-5%	-$1.1M	0.52%	57
2019 Q4	$22.3M	Sell	134,472 -1,839	-1%	-$291K	0.61%	48
2019 Q3	$20.6K	Sell	136,311 -2,923	-2%	-$446K	0.5%	52
2019 Q2	$21.7K	Sell	139,234 -6,013	-4%	-$927K	0.53%	48
2019 Q1	$22.2M	Buy	145,247 +3,353	+2%	+$504K	0.68%	45
2018 Q4	$19K	Sell	141,894 -18,513	-12%	-$2.76M	0.58%	47
2018 Q3	$27M	Buy	160,407 +8,765	+6%	+$1.48M	0.8%	27
2018 Q2	$24.8M	Sell	151,642 -9,709	-6%	-$1.55M	0.79%	31
2018 Q1	$24.5M	Sell	161,351 -8,317	-5%	-$1.28M	0.79%	32
2017 Q4	$25.9M	Sell	169,668 -7,960	-4%	-$1.2M	0.84%	32
2017 Q3	$26.3M	Sell	177,628 -18,998	-10%	-$2.67M	0.91%	26
2017 Q2	$27.7M	Sell	196,626 -47,118	-19%	-$6.52M	0.97%	22
2017 Q1	$33.5M	Buy	243,744 +3,550	+1%	+$485K	1.17%	13
2016 Q4	$32.4M	Buy	240,194 +14,020	+6%	+$1.79M	1.19%	13
2016 Q3	$28.1M	Buy	226,174 +15,426	+7%	+$1.88M	1.13%	17
2016 Q2	$24.2M	Sell	210,748 -16,638	-7%	-$1.88M	1.02%	21
2016 Q1	$25.2M	Sell	227,386 -34,383	-13%	-$3.56M	1.07%	17
2015 Q4	$29.5M	Buy	+261,769	New	+$30.2M	1.28%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UMB Bank's IWM Position: Q1 2026 in Review

UMB Bank increased its iShares Russell 2000 ETF (IWM) stake by 0.35% in Q1 2026, buying an estimated $174K and bringing the position to 191,731 shares worth $47.5M. The position accounts for 0.66% of the portfolio, ranked #34.

UMB Bank first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

UMB Bank held 191,731 shares of iShares Russell 2000 ETF worth $47.5M as of Q1 2026.
UMB Bank bought 676 iShares Russell 2000 ETF shares in Q1 2026, an estimated $174K.
iShares Russell 2000 ETF made up 0.66% of UMB Bank's portfolio in Q1 2026, its #34 holding.
UMB Bank first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.