MOODY NATIONAL BANK TRUST DIVISION IWM — ISHARES

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  16 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported ISHARES (IWM) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows IWM at 0.03% 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 MOODY NATIONAL BANK TRUST DIVISION's position in ISHARES, 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 Q2

IWM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% 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
2024 Q1 to 2026 Q2

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 MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,065 -9,760 -90.2% 0.03% $320K 2026-07-07 $296.19
2026 Q1 ADDED — — — 10,825 +3 +0.0% 0.26% $2.7M 2026-04-09 $261.34
2025 Q4 UNCHANGED — — — 10,822 — 0% 0.26% $2.7M 2026-01-12 $260.42
2025 Q3 UNCHANGED — — — 10,822 — 0% 0.22% $2.6M 2025-10-06 $244.97
2025 Q2 UNCHANGED — — — 10,822 — 0% 0.21% $2.3M 2025-07-10 $222.49
2025 Q1 UNCHANGED — — — 10,822 — 0% 0.23% $2.2M 2025-04-04 $178.83
2024 Q4 UNCHANGED — — — 10,822 — 0% 0.25% $2.4M 2025-01-13 $213.94
2024 Q3 ADDED — — — 10,822 +48 +0.4% 0.26% $2.4M 2024-10-03 $212.21
2024 Q2 UNCHANGED — — — 10,774 — 0% 0.17% $2.2M 2024-07-03 $197.50
2024 Q1 UNCHANGED — — — 10,774 — 0% 0.18% $2.3M 2024-04-04 $198.84
6 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

TCM Advisors, LLC 3Y 71.28% Tenzing Global Management, LLC 3Y 7Y 45.11% Troluce Capital Advisors LLC 3Y 30.94% Dauntless Investment Group, LLC 28.33% FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. 22.9% ARMISTICE CAPITAL, LLC 3Y 7Y 21.32% AIGH Capital Management LLC 3Y 20.89% Irenic Capital Management LP 3Y 20.57% Nantahala Capital Management, LLC 3Y 7Y 20.0% Converium Capital Inc. 19.92%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and IWM

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

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning IWM?

MOODY NATIONAL BANK TRUST DIVISION reported IWM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWM position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for IWM was 0.26% in 2025 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 1,065 shares, equal to 0.03% of portfolio, with an estimated market value of $320K.

What does the chart on this IWM ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION'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 MOODY NATIONAL BANK TRUST DIVISION time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on IWM relative to SPY over the holding period was +28.9%.

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