True Link Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

True Link Financial Advisors’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	$282K	Sell	1,136 -131	-10%	-$33.8K	0.02%	74
2025 Q4	$312K	Buy	+1,267	New	+$311K	0.02%	81
2022 Q4	–	Sell	-1,283	Closed	-$212K	–	124
2022 Q3	$212K	Buy	1,283 +73	+6%	+$13.3K	0.03%	125
2022 Q2	$205K	Sell	1,210 -3,125	-72%	-$576K	0.03%	120
2022 Q1	$890K	Sell	4,335 -1,098	-20%	-$224K	0.13%	68
2021 Q4	$1.21M	Buy	5,433 +1,038	+24%	+$235K	0.16%	66
2021 Q3	$961K	Buy	4,395 +3,430	+355%	+$760K	0.13%	71
2021 Q2	$221K	Sell	965 -141	-13%	-$31.7K	0.03%	162
2021 Q1	$219K	Sell	1,106 -6,148	-85%	-$1.34M	0.03%	211
2020 Q4	$526K	Buy	+7,254	New	+$1.27M	0.08%	94

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

True Link Financial Advisors's IWM Position: Q1 2026 in Review

True Link Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, selling an estimated $33.8K and leaving 1,136 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #74.

True Link Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

True Link Financial Advisors held 1,136 shares of iShares Russell 2000 ETF worth $282K as of Q1 2026.
True Link Financial Advisors sold 131 iShares Russell 2000 ETF shares in Q1 2026, an estimated $33.8K.
iShares Russell 2000 ETF made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #74 holding.
True Link Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 10 quarters since.
True Link Financial Advisors's iShares Russell 2000 ETF position peaked at $1.21M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.