Trivant Custom Portfolio Group’s iShares Russell 2000 ETF IWM Stock Holding History

Trivant Custom Portfolio Group’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	$240K	Buy	+800	New	+$225K	0.13%	81
2025 Q2	–	Sell	-800	Closed	-$160K	–	152
2025 Q1	$160K	Hold	800	–	–	0.09%	81
2024 Q4	$177K	Hold	800	–	–	0.1%	70
2024 Q3	$177K	Hold	800	–	–	0.1%	70
2024 Q2	$162K	Hold	800	–	–	0.1%	70
2024 Q1	$168K	Hold	800	–	–	0.11%	63
2023 Q4	$161K	Buy	+800	New	+$143K	0.11%	63
2023 Q2	–	Sell	-800	Closed	-$143K	–	214
2023 Q1	$143K	Buy	+800	New	+$147K	0.1%	61

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

Trivant Custom Portfolio Group's IWM Position: Q2 2026 in Review

Trivant Custom Portfolio Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 800 shares worth $240K. The stake represents 0.13% of the portfolio and ranks #81 among its holdings. This is a return to the name: Trivant Custom Portfolio Group previously reported a position in IWM as recently as Q1 2025.

Trivant Custom Portfolio Group first reported a position in IWM in Q1 2023 and has held it in 8 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Trivant Custom Portfolio Group held 800 shares of iShares Russell 2000 ETF worth $240K as of Q2 2026.
iShares Russell 2000 ETF was a new Trivant Custom Portfolio Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.13% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #81 holding.
Trivant Custom Portfolio Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 8 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.