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 Q2	$372K	Buy	1,237 +101	+9%	+$28.4K	0.02%	66
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 $1.55T 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

True Link Financial Advisors's IWM Position: Q2 2026 in Review

True Link Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 8.9% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,237 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #66.

True Link Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

True Link Financial Advisors held 1,237 shares of iShares Russell 2000 ETF worth $372K as of Q2 2026.
True Link Financial Advisors bought 101 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.4K.
iShares Russell 2000 ETF made up 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #66 holding.
True Link Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 11 quarters since.
True Link Financial Advisors's iShares Russell 2000 ETF position peaked at $1.21M in Q4 2021.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.