ESL Trust Services’s iShares Russell 2000 ETF IWM Stock Holding History

ESL Trust Services’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	$167K	Hold	555	–	–	0.03%	80
2026 Q1	$138K	Sell	555 -250	-31%	-$64.5K	0.03%	83
2025 Q4	$198K	Hold	805	–	–	0.04%	64
2025 Q3	$195K	Hold	805	–	–	0.04%	65
2025 Q2	$174K	Sell	805 -15	-2%	-$3.02K	0.04%	70
2025 Q1	$164K	Sell	820 -90	-10%	-$19.5K	0.04%	70
2024 Q4	$201K	Hold	910	–	–	0.04%	63
2024 Q3	$201K	Hold	910	–	–	0.05%	25
2024 Q2	$185K	Hold	910	–	–	0.05%	25
2024 Q1	$191K	Buy	+910	New	+$182K	0.05%	25
2023 Q3	–	Sell	-1,120	Closed	-$210K	–	24
2023 Q2	$210K	Buy	+1,120	New	+$200K	0.07%	23
2023 Q1	–	Sell	-1,260	Closed	-$220K	–	24
2022 Q4	$220K	Hold	1,260	–	–	0.07%	21
2022 Q3	$208K	Hold	1,260	–	–	0.08%	21
2022 Q2	$214K	Sell	1,260 -150	-11%	-$27.7K	0.07%	22
2022 Q1	$289K	Sell	1,410 -725	-34%	-$148K	0.09%	20
2021 Q4	$475K	Sell	2,135 -50	-2%	-$11.3K	0.14%	17
2021 Q3	$478K	Sell	2,185 -250	-10%	-$55.4K	0.15%	17
2021 Q2	$559K	Buy	2,435 +170	+8%	+$38.2K	0.17%	18
2021 Q1	$501K	Buy	2,265 +925	+69%	+$202K	0.16%	18
2020 Q4	$263K	Hold	1,340	–	–	0.1%	21
2020 Q3	$200K	Buy	+1,340	New	+$202K	0.08%	21
2020 Q1	–	Sell	-3,505	Closed	-$581K	–	32
2019 Q4	$581K	Buy	+3,505	New	+$554K	0.27%	23

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

ESL Trust Services's IWM Position: Q2 2026 in Review

ESL Trust Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 555 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #80.

ESL Trust Services first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. The position peaked at $581K in Q4 2019. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

ESL Trust Services held 555 shares of iShares Russell 2000 ETF worth $167K as of Q2 2026.
ESL Trust Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of ESL Trust Services's portfolio in Q2 2026, its #80 holding.
ESL Trust Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
ESL Trust Services's iShares Russell 2000 ETF position peaked at $581K in Q4 2019.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.