SEC 13F Intelligence

Davidson Trust Co / IWM

Davidson Trust Co’s Ishares Tr Position

Does Davidson Trust Co own Ishares Tr (IWM)? Yes — 14.0K shares worth $3M (+1.49% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
14.0K
% of Portfolio
+1.49%
Quarters Held
26
currently held

Position History IWM

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.0K$3M+1.49%
Q4 202514.0K$3M+1.43%
Q3 202514.1K$3M+1.40%
Q2 202513.4K$3M+1.34%
Q1 202513.4K$3M+1.28%
Q4 202413.4K$3M+1.53%
Q3 202413.4K$3M+1.52%
Q2 202413.5K$3M+1.88%
Q1 202413.5K$3M+1.65%
Q4 202313.5K$3M+1.74%
Q3 202313.5K$2M+1.77%
Q2 202313.5K$3M+1.83%
Q1 202313.3K$2M+1.83%
Q4 202213.3K$2M+2.05%
Q3 202213.1K$2M+2.08%
Q2 202213.1K$2M+1.98%
Q1 202213.1K$3M+2.00%
Q4 202113.2K$3M+2.02%
Q3 202113.1K$3M+2.19%
Q2 202113.1K$3M+2.34%
Q1 202113.1K$3M+2.43%
Q4 202013.1K$3M+2.21%
Q3 202013.1K$2M+1.78%
Q2 202013.1K$2M+1.82%
Q1 20209.0K$1M+1.27%
Q4 20199.0K$1M+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davidson Trust Co’s full portfolio or all institutional holders of IWM.