iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership512 shares
Latest Disclosed Value $ 126,976
Oakworth Capital, Inc. reports 8.47% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 512 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $126,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 472 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 8.47% during the quarter. The current value of the position is $144,205 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 512 40 8.47 127 8.62 0.0032
2026-01-30 2025-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 472 -9 -1.87 116 0.00 0.0063
2025-11-04 2025-09-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 481 16 3.44 116 16.00 0.0067
2025-07-17 2025-06-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 465 -222 -32.31 100 -27.01 0.0065
2025-04-24 2025-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 687 -60 -8.03 137 -16.97 0.0095
2025-01-27 2024-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 747 -25 -3.24 165 -2.94 0.0114
2024-10-21 2024-09-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 772 0 0.00 171 8.97 0.0118
2024-07-19 2024-06-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 772 -374 -32.64 157 -35.27 0.0114
2024-04-22 2024-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,146 0 0.00 241 4.78 0.0181
2024-01-31 2023-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,146 -281 -19.69 230 -8.73 0.0184
2023-10-31 2023-09-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,427 26 1.86 252 -3.82 0.0229
2023-07-28 2023-06-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,401 253 22.04 262 28.43 0.0223
2023-05-02 2023-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,148 0 0.00 205 2.00 0.0183
2023-02-03 2022-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,148 -365 -24.12 200 -19.68 0.0192
2022-10-31 2022-09-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,513 0 0.00 249 -2.73 0.0275
2022-08-05 2022-06-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,513 -38 -2.45 256 -19.75 0.0257
2022-04-11 2022-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 1,551 -253,826 -99.39 319 -99.44 0.0275
2022-02-07 2021-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 255,377 16,330 6.83 56,809 8.64 4.8304
2021-11-10 2021-09-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 239,047 29,931 14.31 52,292 9.02 5.0516
2021-07-20 2021-06-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 209,116 38,528 22.59 47,965 27.26 4.7802
2021-04-30 2021-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 170,588 46,438 37.40 37,690 54.85 4.2810
2021-02-12 2020-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 124,150 75,752 156.52 24,340 235.77 3.1529
2020-11-09 2020-09-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 48,398 5,171 11.96 7,249 17.13 1.1755
2020-08-11 2020-06-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 43,227 1,629 3.92 6,189 29.99 1.1118
2020-05-07 2020-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 41,598 1,604 4.01 4,761 -27.99 1.1185
2020-01-31 2019-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 39,994 1,017 2.61 6,612 12.11 1.1606
2019-11-13 2019-09-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 38,977 1,347 3.58 5,898 0.79 1.1438
2019-08-02 2019-06-30 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 37,630 2,995 8.65 5,852 10.37 1.1151
2019-05-06 2019-03-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 34,635 -50 -0.14 5,302 14.17 1.0858
2019-02-13 2018-12-31 13F ISHARES RUSSELL 2000 MUTUAL FUND/STO 464287655 34,685 1,265 3.79 4,644 -17.56 1.0580
2018-10-25 2018-09-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 33,420 17,751 113.29 5,633 119.44 1.1263
2018-08-07 2018-06-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 15,669 9,002 135.02 2,567 151.17 0.5327
2018-05-09 2018-03-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 6,667 -1,351 -16.85 1,022 -17.05 0.2442
2018-01-22 2017-12-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 8,018 -517 -6.06 1,232 3.27 0.2899
2017-11-08 2017-09-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 8,535 3,073 56.26 1,193 54.94 0.3064
2017-07-31 2017-06-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 5,462 1,438 35.74 770 39.24 0.2109
2017-04-26 2017-03-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 4,024 1,350 50.49 553 57.10 0.1601
2017-01-27 2016-12-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 2,674 0 0.00 352 6.02 0.1157
2016-10-24 2016-09-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 2,674 211 8.57 332 17.31 0.1150
2016-07-20 2016-06-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 2,463 0 0.00 283 4.04 0.1059
2016-05-13 2016-03-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 2,463 346 16.34 272 14.29 0.1086
2016-01-26 2015-12-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 2,117 1,216 134.96 238 142.86 0.0990
2015-10-29 2015-09-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 901 0 0.00 98 -11.71 0.0516
2015-08-14 2015-06-30 13F/A-1 ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 901 821 1,026.25 111 1,010.00 0.0525
2015-07-14 2015-06-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 13,154 1,563
2015-05-12 2015-03-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 80 0 0.00 10 0.00 0.0046
2015-02-24 2014-12-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 80 0 0.00 10 11.11 0.0052
2014-10-09 2014-09-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 80 -13,074 -99.39 9 -99.42 0.0053
2014-07-14 2014-06-30 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 13,154 1,744 15.28 1,563 17.78 0.9504
2014-04-10 2014-03-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 11,410 -10,077 -46.90 1,327 -46.47 0.8687
2014-01-27 2013-12-31 13F ISHARES RUSSELL 2000 ETF EXCHANGE TRADED FUNDS-EQUITY 464287655 21,487 21,487 2,479 1.7519
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.