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
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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Trivant Custom Portfolio Group's IWM Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 800 shares — an estimated $160K sold.

Trivant Custom Portfolio Group first reported a position in IWM in Q1 2023 and held it in 7 quarters. The position peaked at $177K in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 800 iShares Russell 2000 ETF shares in Q2 2025, an estimated $160K.
Trivant Custom Portfolio Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and held it in 7 quarters.
Trivant Custom Portfolio Group's iShares Russell 2000 ETF position peaked at $177K in Q4 2024.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.