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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
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

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

InvesTrust's IWM Position: Q2 2026 in Review

InvesTrust reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, selling an estimated $5.62K and leaving 1,503 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #85.

InvesTrust first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • InvesTrust held 1,503 shares of iShares Russell 2000 ETF worth $452K as of Q2 2026.
  • InvesTrust sold 20 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.62K.
  • iShares Russell 2000 ETF made up 0.17% of InvesTrust's portfolio in Q2 2026, its #85 holding.
  • InvesTrust first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.