OLD NATIONAL BANCORP /IN/ IWM — ISHARES RUSSELL 2000 INDEX COMMON STOCK

Ownership history in OLD NATIONAL BANCORP /IN/  ·  73 quarters on record

AI Ownership Summary

OLD NATIONAL BANCORP /IN/ reported ISHARES RUSSELL 2000 INDEX COMMON STOCK (IWM) in 73 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2025 Q3. The latest visible filing shows IWM at 0.47% 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 OLD NATIONAL BANCORP /IN/'s position in ISHARES RUSSELL 2000 INDEX COMMON STOCK, 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 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q3

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.

IWM stock page OLD NATIONAL BANCORP /IN/ fund profile OLD NATIONAL BANCORP /IN/ full holdings
How OLD NATIONAL BANCORP /IN/ 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 Q1 REDUCED — — — 114,258 -1,471 -1.3% 0.47% $28.3M 2026-04-21 $274.51
2025 Q4 REDUCED — — — 115,729 -886 -0.8% 0.47% $28.5M 2026-01-28 $262.83
2025 Q3 REDUCED — — — 116,615 -1,903 -1.6% 0.48% $28.2M 2025-10-14 $246.63
2025 Q2 ADDED — — — 118,518 +49,015 +70.5% 0.46% $25.6M 2025-07-22 $221.50
2025 Q1 ADDED — — — 69,503 +798 +1.2% 0.36% $13.9M 2025-04-14 $184.54
2024 Q4 REDUCED — — — 68,705 -3,052 -4.3% 0.36% $15.2M 2025-01-23 $226.38
2024 Q3 REDUCED 5.9% +0.2% ❌ 71,757 -4,527 -5.9% 0.37% $15.9M 2024-10-18 $222.08
2024 Q2 ADDED — — — 76,284 +230 +0.3% 0.36% $15.5M 2024-07-11 $206.65
2024 Q1 REDUCED 5.7% -4.1% ✅ 76,054 -4,630 -5.7% 0.38% $16.0M 2024-04-15 $191.50
2023 Q4 ADDED — — — 80,684 +1,695 +2.1% 0.43% $16.2M 2024-02-01 $190.68
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 20.38% Appian Way Asset Management LP 3Y 14.31% Finley Financial, LLC 10.25% Baron Financial Group, LLC 3Y 9.79% LCM Capital Management Inc 3Y 8.73% OFS Enterprise LLC 8.68% Millburn Ridgefield LLC /DE/ 3Y 7Y 8.56% Parkside Investments, LLC 3Y 7Y 7.68% Macco Financial Group, Inc. 6.28% BREAKTHRU ADVISORY SERVICES, LLC 6.22%

FAQ About OLD NATIONAL BANCORP /IN/ and IWM

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

How long has OLD NATIONAL BANCORP /IN/ reported owning IWM?

OLD NATIONAL BANCORP /IN/ reported IWM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWM position in OLD NATIONAL BANCORP /IN/'s portfolio?

The largest reported portfolio weight for IWM was 0.48% in 2025 Q3.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when OLD NATIONAL BANCORP /IN/ reported 114,258 shares, equal to 0.47% of portfolio, with an estimated market value of $28.3M.

What does the chart on this IWM ownership page compare?

The chart compares OLD NATIONAL BANCORP /IN/'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 OLD NATIONAL BANCORP /IN/ time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, OLD NATIONAL BANCORP /IN/ correctly timed 28 out of 63 reported position changes (44%). The annualised alpha on IWM relative to SPY over the holding period was -1.4%.

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