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Timothy G. Youngquist 2020 Irrevocable Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		– Sell
-10,388
Closed -$2.58M – 304
2026
Q1 		$2.58M Buy
+10,388
New +$2.68M 1.11% 23

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Timothy G. Youngquist 2020 Irrevocable Trust's IWM Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 10,388 shares — an estimated $2.58M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in IWM in Q1 2026 and held it in 1 quarter. The position peaked at $2.58M in Q1 2026. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 10,388 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.58M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in iShares Russell 2000 ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's iShares Russell 2000 ETF position peaked at $2.58M in Q1 2026.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.