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TCV Trust & Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

TCV Trust & Wealth Management’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 		$5.99M Sell
19,934
-212
-1% -$59.6K 0.45% 54
2026
Q1 		$5M Sell
20,146
-1,051
-5% -$271K 0.42% 55
2025
Q4 		$5.22M Sell
21,197
-153
-0.7% -$37.6K 0.42% 59
2025
Q3 		$5.17M Buy
21,350
+85
+0.4% +$19.5K 0.43% 58
2025
Q2 		$4.59M Buy
21,265
+188
+0.9% +$37.8K 0.4% 61
2025
Q1 		$4.2M Sell
21,077
-480
-2% -$104K 0.39% 62
2024
Q4 		$4.76M Sell
21,557
-53
-0.2% -$12.1K 0.44% 56
2024
Q3 		$4.77M Sell
21,610
-832
-4% -$178K 0.43% 58
2024
Q2 		$4.55M Buy
22,442
+857
+4% +$173K 0.43% 57
2024
Q1 		$4.54M Sell
21,585
-45
-0.2% -$8.98K 0.43% 58
2023
Q4 		$4.34M Sell
21,630
-60
-0.3% -$10.7K 0.44% 58
2023
Q3 		$3.83M Sell
21,690
-33
-0.2% -$6.2K 0.42% 60
2023
Q2 		$4.07M Sell
21,723
-153
-0.7% -$27.3K 0.43% 60
2023
Q1 		$3.9M Sell
21,876
-630
-3% -$116K 0.43% 61
2022
Q4 		$3.92M Sell
22,506
-739
-3% -$131K 0.45% 61
2022
Q3 		$3.83M Sell
23,245
-1,066
-4% -$194K 0.49% 58
2022
Q2 		$4.12M Sell
24,311
-482
-2% -$88.9K 0.49% 58
2022
Q1 		$5.09M Sell
24,793
-705
-3% -$144K 0.54% 57
2021
Q4 		$5.67M Sell
25,498
-634
-2% -$143K 0.57% 56
2021
Q3 		$5.72M Sell
26,132
-275
-1% -$61K 0.63% 54
2021
Q2 		$6.06M Sell
26,407
-914
-3% -$206K 0.66% 53
2021
Q1 		$6.04M Sell
27,321
-1,098
-4% -$240K 0.7% 50
2020
Q4 		$5.57M Buy
28,419
+110
+0.4% +$19.2K 0.68% 52
2020
Q3 		$4.24M Buy
28,309
+119
+0.4% +$17.9K 0.57% 58
2020
Q2 		$4.04M Sell
28,190
-768
-3% -$101K 0.57% 57
2020
Q1 		$3.31M Sell
28,958
-735
-2% -$110K 0.54% 56
2019
Q4 		$4.92M Sell
29,693
-1,181
-4% -$187K 0.6% 52
2019
Q3 		$4.67M Sell
30,874
-390
-1% -$59.6K 0.6% 52
2019
Q2 		$4.86M Sell
31,264
-82
-0.3% -$12.6K 0.63% 52
2019
Q1 		$4.8M Sell
31,346
-325
-1% -$48.8K 0.63% 51
2018
Q4 		$4.24M Sell
31,671
-5,225
-14% -$780K 0.62% 48
2018
Q3 		$6.22M Sell
36,896
-467
-1% -$78.8K 0.83% 40
2018
Q2 		$6.12M Sell
37,363
-1,239
-3% -$198K 0.86% 40
2018
Q1 		$5.86M Sell
38,602
-479
-1% -$74K 0.84% 44
2017
Q4 		$5.96M Sell
39,081
-465
-1% -$69.8K 0.83% 46
2017
Q3 		$5.86M Buy
39,546
+405
+1% +$57K 0.87% 46
2017
Q2 		$5.52M Buy
39,141
+1,078
+3% +$149K 0.83% 47
2017
Q1 		$5.23M Sell
38,063
-279
-0.7% -$38.1K 0.8% 46
2016
Q4 		$5.17M Buy
38,342
+25
+0.1% +$3.19K 0.84% 46
2016
Q3 		$4.76M Sell
38,317
-512
-1% -$62.2K 0.81% 47
2016
Q2 		$4.46M Sell
38,829
-375
-1% -$42.3K 0.78% 47
2016
Q1 		$4.34M Sell
39,204
-5
-0% -$518 0.78% 48
2015
Q4 		$4.42M Buy
39,209
+4
+0% +$461 0.78% 43
2015
Q3 		$4.28M Sell
39,205
-282
-0.7% -$33.4K 0.77% 47
2015
Q2 		$4.93M Sell
39,487
-223
-0.6% -$27.9K 0.81% 41
2015
Q1 		$4.94M Buy
39,710
+86
+0.2% +$10.4K 0.8% 41
2014
Q4 		$4.74M Sell
39,624
-399
-1% -$45.6K 0.78% 41
2014
Q3 		$4.38M Sell
40,023
-50
-0.1% -$5.72K 0.74% 44
2014
Q2 		$4.76M Sell
40,073
-70
-0.2% -$7.95K 0.78% 43
2014
Q1 		$4.67M Sell
40,143
-120
-0.3% -$13.8K 0.79% 43
2013
Q4 		$4.64M Sell
40,263
-984
-2% -$109K 0.79% 44
2013
Q3 		$4.4M Sell
41,247
-1,649
-4% -$171K 0.86% 39
2013
Q2 		$4.16M Buy
+42,896
New +$4.1M 0.85% 41

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

TCV Trust & Wealth Management's IWM Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $59.6K and leaving 19,934 shares worth $5.99M. The position accounts for 0.45% of the portfolio, ranked #54.

TCV Trust & Wealth Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.22M in Q3 2018. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • TCV Trust & Wealth Management held 19,934 shares of iShares Russell 2000 ETF worth $5.99M as of Q2 2026.
  • TCV Trust & Wealth Management sold 212 iShares Russell 2000 ETF shares in Q2 2026, an estimated $59.6K.
  • iShares Russell 2000 ETF made up 0.45% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #54 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's iShares Russell 2000 ETF position peaked at $6.22M in Q3 2018.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.