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TI-Trust’s iShares Russell 2000 ETF IWM Stock Holding History

TI-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 		$881K Hold
2,933
– – 0.47% 61
2026
Q1 		$727K Hold
2,933
– – 0.43% 71
2025
Q4 		$722K Sell
2,933
-170
-5% -$41.8K 0.45% 66
2025
Q3 		$751K Buy
3,103
+36
+1% +$8.26K 0.47% 63
2025
Q2 		$662K Sell
3,067
-25
-0.8% -$5.03K 0.44% 67
2025
Q1 		$617K Sell
3,092
-25
-0.8% -$5.42K 0.41% 67
2024
Q4 		$689K Sell
3,117
-42
-1% -$9.58K 0.46% 58
2024
Q3 		$698K Sell
3,159
-144
-4% -$30.8K 0.5% 55
2024
Q2 		$670K Hold
3,303
– – 0.52% 52
2024
Q1 		$695K Hold
3,303
– – 0.51% 49
2023
Q4 		$663K Sell
3,303
-30
-0.9% -$5.38K 0.59% 47
2023
Q3 		$589K Hold
3,333
– – 0.56% 51
2023
Q2 		$624K Sell
3,333
-30
-0.9% -$5.35K 0.57% 48
2023
Q1 		$600K Sell
3,363
-25
-0.7% -$4.6K 0.56% 51
2022
Q4 		$591K Buy
3,388
+40
+1% +$7.11K 0.56% 56
2022
Q3 		$552K Hold
3,348
– – 0.6% 54
2022
Q2 		$567K Sell
3,348
-118
-3% -$21.8K 0.58% 58
2022
Q1 		$711K Buy
3,466
+42
+1% +$8.57K 0.65% 47
2021
Q4 		$762K Buy
+3,424
New +$774K 0.68% 47
2019
Q4 		$657K Buy
+3,963
New +$626K 0.65% 47

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

TI-Trust's IWM Position: Q2 2026 in Review

TI-Trust held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,933 shares worth $881K. The position accounts for 0.47% of the portfolio, ranked #61.

TI-Trust first reported a position in IWM in Q4 2019 and has held it in 20 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • TI-Trust held 2,933 shares of iShares Russell 2000 ETF worth $881K as of Q2 2026.
  • TI-Trust left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.47% of TI-Trust's portfolio in Q2 2026, its #61 holding.
  • TI-Trust first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.