WhitTier Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.9M | Sell |
122,461
-572
| -0.5% | -$148K | 0.63% | 32 |
|
|
2025
Q4 | $31.5M | Sell |
123,033
-14,459
| -11% | -$3.55M | 0.65% | 30 |
|
|
2025
Q3 | $33.8M | Buy |
137,492
+1,140
| +0.8% | +$262K | 0.72% | 29 |
|
|
2025
Q2 | $29.4M | Buy |
136,352
+1,597
| +1% | +$321K | 0.67% | 30 |
|
|
2025
Q1 | $26.9M | Sell |
134,755
-443
| -0.3% | -$96.1K | 0.68% | 29 |
|
|
2024
Q4 | $29.9M | Buy |
135,198
+28
| +0% | +$6.38K | 0.73% | 26 |
|
|
2024
Q3 | $29.9M | Buy |
135,170
+1,716
| +1% | +$367K | 0.77% | 22 |
|
|
2024
Q2 | $27.1M | Buy |
133,454
+1,651
| +1% | +$334K | 0.75% | 26 |
|
|
2024
Q1 | $27.7M | Buy |
131,803
+2,935
| +2% | +$585K | 0.8% | 24 |
|
|
2023
Q4 | $25.9M | Sell |
128,868
-3,568
| -3% | -$639K | 0.83% | 22 |
|
|
2023
Q3 | $23.4M | Buy |
132,436
+310
| +0.2% | +$58.2K | 0.83% | 22 |
|
|
2023
Q2 | $24.7M | Sell |
132,126
-6,396
| -5% | -$1.14M | 0.84% | 22 |
|
|
2023
Q1 | $24.7M | Sell |
138,522
-12,263
| -8% | -$2.26M | 0.91% | 20 |
|
|
2022
Q4 | $26.3M | Buy |
150,785
+11,683
| +8% | +$2.08M | 1.04% | 17 |
|
|
2022
Q3 | $22.9M | Sell |
139,102
-2,670
| -2% | -$487K | 0.98% | 18 |
|
|
2022
Q2 | $24M | Buy |
141,772
+7,726
| +6% | +$1.42M | 0.99% | 16 |
|
|
2022
Q1 | $27.5M | Sell |
134,046
-413
| -0.3% | -$84.2K | 1% | 17 |
|
|
2021
Q4 | $29.9M | Buy |
134,459
+420
| +0.3% | +$94.9K | 1.09% | 16 |
|
|
2021
Q3 | $29.3M | Sell |
134,039
-428
| -0.3% | -$94.9K | 1.2% | 13 |
|
|
2021
Q2 | $30.8M | Sell |
134,467
-3,882
| -3% | -$873K | 1.28% | 13 |
|
|
2021
Q1 | $30.6M | Sell |
138,349
-1,390
| -1% | -$303K | 1.37% | 14 |
|
|
2020
Q4 | $27.4M | Buy |
139,739
+9,694
| +7% | +$1.7M | 1.37% | 13 |
|
|
2020
Q3 | $19.5M | Sell |
130,045
-28,091
| -18% | -$4.23M | 1.12% | 15 |
|
|
2020
Q2 | $22.6M | Buy |
158,136
+10,052
| +7% | +$1.32M | 1.43% | 11 |
|
|
2020
Q1 | $16.9M | Buy |
148,084
+6,272
| +4% | +$935K | 1.3% | 13 |
|
|
2019
Q4 | $23.5M | Buy |
141,812
+12,419
| +10% | +$1.96M | 1.5% | 12 |
|
|
2019
Q3 | $19.6M | Buy |
129,393
+6,582
| +5% | +$1.01M | 1.37% | 14 |
|
|
2019
Q2 | $19.1M | Buy |
122,811
+911
| +0.7% | +$140K | 1.36% | 14 |
|
|
2019
Q1 | $18.7M | Buy |
121,900
+5,397
| +5% | +$811K | 1.38% | 13 |
|
|
2018
Q4 | $15.6M | Buy |
116,503
+5,666
| +5% | +$845K | 1.29% | 15 |
|
|
2018
Q3 | $18.7M | Buy |
110,837
+5,921
| +6% | +$1,000K | 1.36% | 11 |
|
|
2018
Q2 | $17.2M | Buy |
104,916
+1,099
| +1% | +$176K | 1.35% | 13 |
|
|
2018
Q1 | $15.8M | Buy |
103,817
+3,982
| +4% | +$615K | 1.29% | 13 |
|
|
2017
Q4 | $15.2M | Buy |
99,835
+4,092
| +4% | +$615K | 1.3% | 14 |
|
|
2017
Q3 | $14.2M | Sell |
95,743
-938
| -1% | -$132K | 1.32% | 14 |
|
|
2017
Q2 | $13.6M | Buy |
96,681
+5,719
| +6% | +$792K | 1.32% | 13 |
|
|
2017
Q1 | $12.5M | Buy |
90,962
+770
| +0.9% | +$105K | 1.25% | 15 |
|
|
2016
Q4 | $12.2M | Buy |
90,192
+1,805
| +2% | +$231K | 1.29% | 14 |
|
|
2016
Q3 | $11M | Sell |
88,387
-3,256
| -4% | -$396K | 1.25% | 15 |
|
|
2016
Q2 | $10.5M | Buy |
91,643
+1,156
| +1% | +$130K | 1.2% | 15 |
|
|
2016
Q1 | $10M | Buy |
90,487
+1,826
| +2% | +$189K | 1.17% | 16 |
|
|
2015
Q4 | $9.98M | Sell |
88,661
-1,113
| -1% | -$128K | 1.17% | 16 |
|
|
2015
Q3 | $9.8M | Buy |
89,774
+138
| +0.2% | +$16.4K | 1.2% | 16 |
|
|
2015
Q2 | $11.2M | Buy |
89,636
+1,361
| +2% | +$170K | 1.24% | 16 |
|
|
2015
Q1 | $11M | Sell |
88,275
-2,074
| -2% | -$250K | 1.22% | 16 |
|
|
2014
Q4 | $10.8M | Sell |
90,349
-1,504
| -2% | -$172K | 1.21% | 18 |
|
|
2014
Q3 | $10M | Sell |
91,853
-3,525
| -4% | -$403K | 1.15% | 19 |
|
|
2014
Q2 | $11.3M | Sell |
95,378
-2,074
| -2% | -$236K | 1.27% | 15 |
|
|
2014
Q1 | $11.3M | Sell |
97,452
-175
| -0.2% | -$20.2K | 1.33% | 16 |
|
|
2013
Q4 | $11.3M | Buy |
97,627
+549
| +0.6% | +$60.6K | 1.36% | 14 |
|
|
2013
Q3 | $10.3M | Sell |
97,078
-3,403
| -3% | -$352K | 1.39% | 13 |
|
|
2013
Q2 | $9.75M | Buy |
+100,481
| New | +$9.6M | 1.41% | 12 |
|
Other funds holding IWM
WhitTier Trust Company's IWM Position: Q1 2026 in Review
WhitTier Trust Company reduced its iShares Russell 2000 ETF (IWM) stake by 0.46% in Q1 2026, selling an estimated $148K and leaving 122,461 shares worth $30.9M. The position accounts for 0.63% of the portfolio, ranked #32.
WhitTier Trust Company first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.8M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- WhitTier Trust Company held 122,461 shares of iShares Russell 2000 ETF worth $30.9M as of Q1 2026.
- WhitTier Trust Company sold 572 iShares Russell 2000 ETF shares in Q1 2026, an estimated $148K.
- iShares Russell 2000 ETF made up 0.63% of WhitTier Trust Company's portfolio in Q1 2026, its #32 holding.
- WhitTier Trust Company first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- WhitTier Trust Company's iShares Russell 2000 ETF position peaked at $33.8M in Q3 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.