Avalon Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Avalon Trust’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287K	Hold	956	–	–	0.02%	127
2026 Q1	$237K	Buy	956 +156	+20%	+$40.2K	0.02%	141
2025 Q4	$197K	Hold	800	–	–	0.01%	149
2025 Q3	$194K	Sell	800 -250	-24%	-$57.4K	0.01%	167
2025 Q2	$227K	Sell	1,050 -250	-19%	-$50.3K	0.02%	134
2025 Q1	$259K	Sell	1,300 -400	-24%	-$86.8K	0.02%	118
2024 Q4	$376K	Hold	1,700	–	–	0.03%	103
2024 Q3	$376K	Hold	1,700	–	–	0.03%	96
2024 Q2	$345K	Sell	1,700 -281	-14%	-$56.8K	0.03%	96
2024 Q1	$417K	Hold	1,981	–	–	0.03%	98
2023 Q4	$398K	Buy	1,981 +1,106	+126%	+$198K	0.04%	92
2023 Q3	$155K	Hold	875	–	–	0.02%	130
2023 Q2	$164K	Sell	875 -25	-3%	-$4.46K	0.01%	134
2023 Q1	$161K	Buy	+900	New	+$166K	0.02%	128

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avalon Trust's IWM Position: Q2 2026 in Review

Avalon Trust held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 956 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #127.

Avalon Trust first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $417K in Q1 2024. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Avalon Trust held 956 shares of iShares Russell 2000 ETF worth $287K as of Q2 2026.
Avalon Trust left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Avalon Trust's portfolio in Q2 2026, its #127 holding.
Avalon Trust first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's iShares Russell 2000 ETF position peaked at $417K in Q1 2024.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.