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

Diversified 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 		$21.3M Sell
70,791
-1,167
-2% -$328K 0.34% 41
2026
Q1 		$17.8M Buy
71,958
+1,524
+2% +$393K 0.33% 37
2025
Q4 		$17.3M Sell
70,434
-1,582
-2% -$389K 0.32% 38
2025
Q3 		$17.4M Buy
72,016
+5,405
+8% +$1.24M 0.35% 35
2025
Q2 		$14.4M Buy
66,611
+296
+0.4% +$59.6K 0.32% 40
2025
Q1 		$13.2M Sell
66,315
-1,384
-2% -$300K 0.33% 43
2024
Q4 		$15M Sell
67,699
-283
-0.4% -$64.5K 0.36% 40
2024
Q3 		$15M Buy
67,982
+495
+0.7% +$106K 0.38% 36
2024
Q2 		$13.7M Sell
67,487
-398
-0.6% -$80.4K 0.39% 36
2024
Q1 		$14.3M Sell
67,885
-2,069
-3% -$413K 0.43% 35
2023
Q4 		$14M Sell
69,954
-801
-1% -$144K 0.47% 31
2023
Q3 		$12.5M Sell
70,755
-2,055
-3% -$386K 0.47% 32
2023
Q2 		$13.6M Buy
72,810
+6,189
+9% +$1.1M 0.5% 30
2023
Q1 		$11.9M Buy
66,621
+4,919
+8% +$906K 0.46% 30
2022
Q4 		$10.8M Sell
61,702
-1,157
-2% -$206K 0.45% 31
2022
Q3 		$10.4M Sell
62,859
-9,095
-13% -$1.66M 0.47% 27
2022
Q2 		$12.2M Buy
71,954
+10,554
+17% +$1.95M 0.51% 26
2022
Q1 		$12.6M Sell
61,400
-1,210
-2% -$247K 0.44% 27
2021
Q4 		$13.9M Buy
62,610
+1,600
+3% +$362K 0.46% 28
2021
Q3 		$13.3M Sell
61,010
-15,803
-21% -$3.5M 0.48% 30
2021
Q2 		$17.6M Buy
76,813
+16,762
+28% +$3.77M 0.64% 22
2021
Q1 		$13.3M Sell
60,051
-2,712
-4% -$592K 0.51% 27
2020
Q4 		$12.3M Sell
62,763
-1,091
-2% -$191K 0.5% 29
2020
Q3 		$9.56M Sell
63,854
-831
-1% -$125K 0.44% 31
2020
Q2 		$9.26M Sell
64,685
-710
-1% -$93.2K 0.47% 29
2020
Q1 		$7.49M Buy
65,395
+1,228
+2% +$183K 0.44% 33
2019
Q4 		$10.6M Sell
64,167
-15,867
-20% -$2.51M 0.48% 30
2019
Q3 		$12.1M Buy
80,034
+13,522
+20% +$2.06M 0.57% 27
2019
Q2 		$10.3M Buy
66,512
+25
+0% +$3.85K 0.49% 25
2019
Q1 		$10.2M Buy
66,487
+867
+1% +$130K 0.5% 26
2018
Q4 		$8.79M Sell
65,620
-1,388
-2% -$207K 0.49% 26
2018
Q3 		$11.3M Sell
67,008
-552
-0.8% -$93.2K 0.56% 24
2018
Q2 		$11.1M Sell
67,560
-857
-1% -$137K 0.7% 21
2018
Q1 		$10.4M Sell
68,417
-8,123
-11% -$1.25M 0.66% 21
2017
Q4 		$11.7M Sell
76,540
-5,658
-7% -$850K 0.71% 20
2017
Q3 		$12.2M Sell
82,198
-3,190
-4% -$449K 0.93% 18
2017
Q2 		$12M Buy
85,388
+1,743
+2% +$241K 0.98% 18
2017
Q1 		$11.5M Buy
83,645
+1,505
+2% +$206K 0.88% 17
2016
Q4 		$11.1M Buy
82,140
+424
+0.5% +$54.2K 0.94% 17
2016
Q3 		$10.2M Sell
81,716
-109,590
-57% -$13.3M 1.19% 15
2016
Q2 		$22M Buy
191,306
+23,789
+14% +$2.68M 2.54% 7
2016
Q1 		$18.5M Sell
167,517
-30,559
-15% -$3.16M 2.04% 7
2015
Q4 		$22.3M Sell
198,076
-9,454
-5% -$1.09M 2.39% 7
2015
Q3 		$22.7M Sell
207,530
-14,516
-7% -$1.72M 2.43% 6
2015
Q2 		$27.7M Buy
222,046
+5,404
+2% +$675K 2.62% 5
2015
Q1 		$26.9M Buy
216,642
+31,337
+17% +$3.78M 2.33% 4
2014
Q4 		$22.2M Buy
+185,305
New +$21.2M 2.01% 6
2014
Q2 		$19.2M Buy
+161,900
New +$18.4M 1.6% 6
2013
Q4 		$7.71M Sell
66,859
-7,015
-9% -$775K 0.79% 14
2013
Q3 		$7.88M Sell
73,874
-26,900
-27% -$2.78M 0.83% 13
2013
Q2 		$9.78M Buy
+100,774
New +$9.62M 1.16% 10

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Diversified Trust's IWM Position: Q2 2026 in Review

Diversified Trust reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $328K and leaving 70,791 shares worth $21.3M. The position accounts for 0.34% of the portfolio, ranked #41.

Diversified Trust first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. The position peaked at $27.7M in Q2 2015. 1,263 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Diversified Trust held 70,791 shares of iShares Russell 2000 ETF worth $21.3M as of Q2 2026.
  • Diversified Trust sold 1,167 iShares Russell 2000 ETF shares in Q2 2026, an estimated $328K.
  • iShares Russell 2000 ETF made up 0.34% of Diversified Trust's portfolio in Q2 2026, its #41 holding.
  • Diversified Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
  • Diversified Trust's iShares Russell 2000 ETF position peaked at $27.7M in Q2 2015.
  • 1,263 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.