IWM I SHARES RUSSELL 2000

Ownership history in CENTRAL BANK & TRUST CO  ·  89 quarters on record

AI Ownership Summary

CENTRAL BANK & TRUST CO reported I SHARES RUSSELL 2000 (IWM) in 89 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.28% in 2025 Q4. The latest visible filing shows IWM at 2.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CENTRAL BANK & TRUST CO's position in I SHARES RUSSELL 2000, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 2.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CENTRAL BANK & TRUST CO held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 59,850 +29,570 +97.7% 2.28% $14.7M 2026-02-14 (Est.) $262.49
2025 Q3 REDUCED 30,280 -1,680 -5.3% 1.15% $7.3M 2025-10-09 $243.88
2025 Q2 REDUCED 31,960 -4,481 -12.3% 1.13% $6.9M 2025-07-09 $221.88
2025 Q1 REDUCED 36,441 -4,338 -10.6% 1.21% $7.3M 2025-04-14 $184.54
2024 Q4 ADDED 40,779 +1,267 +3.2% 1.36% $9.0M 2025-01-16 $221.60
2024 Q3 REDUCED 39,512 -426 -1.1% 1.20% $8.7M 2024-10-30 $217.94
2024 Q2 REDUCED 39,938 -2,730 -6.4% 1.13% $8.1M 2024-07-19 $212.69
2024 Q1 REDUCED 42,668 -1,455 -3.3% 1.28% $9.0M 2024-04-11 $197.86
2023 Q4 REDUCED 44,123 -568 -1.3% 1.37% $8.9M 2024-01-09 $190.22
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CENTRAL BANK & TRUST CO and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CENTRAL BANK & TRUST CO reported owning IWM?

CENTRAL BANK & TRUST CO reported IWM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in CENTRAL BANK & TRUST CO's portfolio?

The largest reported portfolio weight for IWM was 2.28% in 2025 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when CENTRAL BANK & TRUST CO reported 59,850 shares, equal to 2.28% of portfolio, with an estimated market value of $14.7M.

What does the chart on this IWM ownership page compare?

The chart compares CENTRAL BANK & TRUST CO's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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