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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Avalon Trust's IWM Position: Q1 2026 in Review

Avalon Trust increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q1 2026, buying an estimated $40.2K and bringing the position to 956 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #141.

Avalon Trust first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $417K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Avalon Trust held 956 shares of iShares Russell 2000 ETF worth $237K as of Q1 2026.
Avalon Trust bought 156 iShares Russell 2000 ETF shares in Q1 2026, an estimated $40.2K.
iShares Russell 2000 ETF made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #141 holding.
Avalon Trust first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's iShares Russell 2000 ETF position peaked at $417K in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.