Old Point Trust & Financial Services N A’s iShares Russell 2000 ETF IWM Stock Holding History

Old Point Trust & Financial Services N A’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	$266K	Buy	887 +48	+6%	+$13.5K	0.08%	120
2026 Q1	$208K	Hold	839	–	–	0.07%	124
2025 Q4	$207K	Hold	839	–	–	0.06%	131
2025 Q3	$203K	Hold	839	–	–	0.07%	130
2025 Q2	$181K	Hold	839	–	–	0.06%	130
2025 Q1	$167K	Buy	839 +9	+1%	+$1.95K	0.06%	128
2024 Q4	$183K	Buy	+830	New	+$189K	0.06%	120

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

Old Point Trust & Financial Services N A's IWM Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 887 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #120.

Old Point Trust & Financial Services N A first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Old Point Trust & Financial Services N A held 887 shares of iShares Russell 2000 ETF worth $266K as of Q2 2026.
Old Point Trust & Financial Services N A bought 48 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.5K.
iShares Russell 2000 ETF made up 0.08% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #120 holding.
Old Point Trust & Financial Services N A first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.