TCTC Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

TCTC Holdings’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 Q1	$49.3M	Sell	198,955 -27	-0%	-$6.96K	1.4%	16
2025 Q4	$49M	Sell	198,982 -3,950	-2%	-$971K	1.46%	16
2025 Q3	$49.1M	Buy	202,932 +676	+0.3%	+$155K	1.46%	16
2025 Q2	$43.6M	Buy	202,256 +3,159	+2%	+$636K	1.4%	16
2025 Q1	$39.7M	Buy	199,097 +3,767	+2%	+$817K	1.4%	18
2024 Q4	$43.2M	Buy	195,330 +1,000	+0.5%	+$228K	1.55%	15
2024 Q3	$42.9M	Buy	194,330 +1,881	+1%	+$403K	1.45%	16
2024 Q2	$39M	Buy	192,449 +2,308	+1%	+$466K	1.34%	16
2024 Q1	$40M	Buy	190,141 +32,190	+20%	+$6.42M	1.33%	16
2023 Q4	$31.7M	Buy	157,951 +816	+0.5%	+$146K	1.16%	21
2023 Q3	$27.8M	Buy	157,135 +1,389	+0.9%	+$261K	1.07%	22
2023 Q2	$29.2M	Buy	155,746 +2,365	+2%	+$422K	1.16%	20
2023 Q1	$27.4M	Buy	153,381 +3,173	+2%	+$584K	1.1%	23
2022 Q4	$26.2M	Buy	150,208 +3,544	+2%	+$630K	1.07%	22
2022 Q3	$24.2M	Buy	146,664 +30,201	+26%	+$5.51M	1.05%	21
2022 Q2	$19.7M	Buy	116,463 +41,036	+54%	+$7.56M	0.87%	29
2022 Q1	$15.5M	Buy	75,427 +68,404	+974%	+$14M	0.64%	41
2021 Q4	$1.56M	Buy	7,023 +25	+0.4%	+$5.65K	0.07%	102
2021 Q3	$1.53M	Buy	6,998 +950	+16%	+$211K	0.07%	99
2021 Q2	$1.39M	Hold	6,048	–	–	0.06%	101
2021 Q1	$1.34M	Buy	6,048 +140	+2%	+$30.6K	0.06%	98
2020 Q4	$1.16M	Buy	5,908 +150	+3%	+$26.2K	0.06%	103
2020 Q3	$862K	Sell	5,758 -12	-0.2%	-$1.8K	0.05%	105
2020 Q2	$827K	Buy	5,770 +490	+9%	+$64.3K	0.05%	105
2020 Q1	$604K	Hold	5,280	–	–	0.05%	105
2019 Q4	$875K	Buy	5,280 +45	+0.9%	+$7.11K	0.04%	101
2019 Q3	$792K	Hold	5,235	–	–	0.04%	102
2019 Q2	$814K	Buy	5,235 +3,800	+265%	+$586K	0.04%	102
2019 Q1	$220K	Sell	1,435 -3,800	-73%	-$571K	0.01%	157
2018 Q4	$701K	Sell	5,235 -500	-9%	-$74.6K	0.04%	101
2018 Q3	$966K	Hold	5,735	–	–	0.04%	97
2018 Q2	$939K	Buy	5,735 +3,500	+157%	+$560K	0.05%	96
2018 Q1	$340K	Buy	2,235 +200	+10%	+$30.9K	0.02%	135
2017 Q4	$311K	Buy	2,035 +300	+17%	+$45.1K	0.02%	143
2017 Q3	$257K	Hold	1,735	–	–	0.02%	149
2017 Q2	$244K	Hold	1,735	–	–	0.02%	149
2017 Q1	$239K	Hold	1,735	–	–	0.01%	171
2016 Q4	$234K	Hold	1,735	–	–	0.01%	167
2016 Q3	$216K	Buy	+1,735	New	+$211K	0.02%	154
2014 Q1	–	Sell	-2,377	Closed	-$274K	–	173
2013 Q4	$274K	Hold	2,377	–	–	0.02%	147
2013 Q3	$253K	Hold	2,377	–	–	0.02%	148
2013 Q2	$231K	Buy	+2,377	New	+$227K	0.02%	147

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TCTC Holdings's IWM Position: Q1 2026 in Review

TCTC Holdings reduced its iShares Russell 2000 ETF (IWM) stake by 0.01% in Q1 2026, selling an estimated $6.96K and leaving 198,955 shares worth $49.3M. The position accounts for 1.4% of the portfolio, ranked #16.

TCTC Holdings first reported a position in IWM in Q2 2013 and has held it in 42 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

TCTC Holdings held 198,955 shares of iShares Russell 2000 ETF worth $49.3M as of Q1 2026.
TCTC Holdings sold 27 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.96K.
iShares Russell 2000 ETF made up 1.4% of TCTC Holdings's portfolio in Q1 2026, its #16 holding.
TCTC Holdings first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 42 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.