FineMark National Bank & Trust IWM — ISHARES TR RUSSELL 20 COM

Ownership history in FineMark National Bank & Trust  ·  54 quarters on record

AI Ownership Summary

FineMark National Bank & Trust reported ISHARES TR RUSSELL 20 COM (IWM) in 54 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.87% in 2024 Q1. The latest visible filing shows IWM at 1.77% 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 FineMark National Bank & Trust's position in ISHARES TR RUSSELL 20 COM, 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 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

IWM stock page FineMark National Bank & Trust fund profile FineMark National Bank & Trust full holdings
How FineMark National Bank & Trust held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 230,374 -1,316 -0.6% 1.77% $56.7M 2026-02-14 (Est.) $261.87
2025 Q3 REDUCED — — — 231,690 -6,354 -2.7% 1.83% $56.1M 2025-11-12 $241.82
2025 Q2 REDUCED — — — 238,044 -1,115 -0.5% 1.75% $51.4M 2025-08-11 $218.01
2025 Q1 ADDED — — — 239,159 +1,049 +0.4% 1.74% $47.7M 2025-05-13 $205.92
2024 Q4 ADDED — — — 238,110 +550 +0.2% 1.83% $52.6M 2025-02-11 $222.27
2024 Q3 REDUCED — — — 237,560 -1,964 -0.8% 1.83% $52.5M 2024-11-13 $230.85
2024 Q2 ADDED — — — 239,524 +273 +0.1% 1.79% $48.6M 2024-08-02 $204.43
2024 Q1 ADDED — — — 239,251 +4,325 +1.8% 1.87% $50.3M 2024-05-14 $201.85
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q2 — sorted by position size

PINKERTON WEALTH, LLC 3Y 7Y 16.0% EMC Capital Management 3Y 15.3% Brewster Financial Planning LLC 3Y 13.33% BREAKTHRU ADVISORY SERVICES, LLC 12.76% William Howard & Co Financial Advisors Inc 11.12% Finley Financial, LLC 10.47% Baron Financial Group, LLC 3Y 10.31% SURIENCE PRIVATE WEALTH LLC 3Y 10.19% Vavra Capital Management, LLC 10.07% Fluent Financial, LLC 3Y 7Y 9.77%

FAQ About FineMark National Bank & Trust and IWM

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

How long has FineMark National Bank & Trust reported owning IWM?

FineMark National Bank & Trust reported IWM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported IWM position in FineMark National Bank & Trust's portfolio?

The largest reported portfolio weight for IWM was 1.87% in 2024 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when FineMark National Bank & Trust reported 230,374 shares, equal to 1.77% of portfolio, with an estimated market value of $56.7M.

What does the chart on this IWM ownership page compare?

The chart compares FineMark National Bank & Trust'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.

How well did FineMark National Bank & Trust time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, FineMark National Bank & Trust correctly timed 32 out of 52 reported position changes (62%). The annualised alpha on IWM relative to SPY over the holding period was -3.8%.

← Back to FineMark National Bank & Trust Holdings