IWM IShares Russell 2000

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported IShares Russell 2000 (IWM) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q4. The latest visible filing shows IWM at 0.42% 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 First County Bank /CT/'s position in IShares 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
2026 Q1

IWM was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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 2026 Q1

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 First County Bank /CT/ held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,147 -751 -19.3% 0.42% $780K 2026-05-15 (Est.) $251.29
2025 Q4 ADDED 3,898 +220 +6.0% 0.50% $960K 2026-01-14 $262.72
2025 Q3 ADDED 3,678 +302 +8.9% 0.45% $890K 2025-10-08 $245.46
2025 Q2 REDUCED 3,376 -154 -4.4% 0.39% $729K 2025-07-17 $222.15
2025 Q1 REDUCED 3,530 -46 -1.3% 0.39% $704K 2025-04-07 $177.64
2024 Q4 ADDED 3,576 +138 +4.0% 0.44% $790K 2025-01-07 $219.85
2024 Q3 ADDED 3,438 +1,648 +92.1% 0.37% $759K 2024-11-12 $233.71
2024 Q2 REDUCED 1,790 -2,168 -54.8% 0.19% $363K 2024-08-15 $207.98
2024 Q1 REDUCED 3,958 -791 -16.7% 0.41% $832K 2024-05-14 $202.33
2023 Q4 REDUCED 4,749 -91 -1.9% 0.46% $953K 2024-02-14 $194.28
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and IWM

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

How long has First County Bank /CT/ reported owning IWM?

First County Bank /CT/ reported IWM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWM position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for IWM was 0.50% in 2025 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 3,147 shares, equal to 0.42% of portfolio, with an estimated market value of $780K.

What does the chart on this IWM ownership page compare?

The chart compares First County Bank /CT/'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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