InvesTrust
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InvesTrust’s iShares Russell 2000 ETF IWM Stock Holding History

InvesTrust’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
Q3 		$390K Sell
1,405
-98
-7% -$28.8K 0.16% 83
2026
Q2 		$452K Sell
1,503
-20
-1% -$5.62K 0.17% 85
2026
Q1 		$378K Sell
1,523
-30
-2% -$7.74K 0.16% 84
2025
Q4 		$382K Buy
1,553
+15
+1% +$3.69K 0.15% 85
2025
Q3 		$372K Hold
1,538
– – 0.14% 86
2025
Q2 		$332K Hold
1,538
– – 0.13% 87
2025
Q1 		$307K Sell
1,538
-50
-3% -$10.8K 0.08% 88
2024
Q4 		$350K Buy
+1,588
New +$362K 0.1% 86

Other funds holding IWM

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

InvesTrust's IWM Position: Q3 2026 in Review

InvesTrust reduced its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q3 2026, selling an estimated $28.8K and leaving 1,405 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #83.

InvesTrust first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $452K in Q2 2026. 1,327 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • InvesTrust held 1,405 shares of iShares Russell 2000 ETF worth $390K as of Q3 2026.
  • InvesTrust sold 98 iShares Russell 2000 ETF shares in Q3 2026, an estimated $28.8K.
  • iShares Russell 2000 ETF made up 0.16% of InvesTrust's portfolio in Q3 2026, its #83 holding.
  • InvesTrust first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's iShares Russell 2000 ETF position peaked at $452K in Q2 2026.
  • 1,327 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.