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

True North 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 		$321K Sell
1,068
-1,756
-62% -$493K 0.03% 228
2026
Q1 		$700K Buy
2,824
+72
+3% +$18.6K 0.08% 137
2025
Q4 		$677K Buy
2,752
+64
+2% +$15.7K 0.09% 135
2025
Q3 		$650K Buy
2,688
+1,032
+62% +$237K 0.1% 111
2025
Q2 		$357K Hold
1,656
– – 0.07% 163
2025
Q1 		$330K Sell
1,656
-187
-10% -$40.6K 0.06% 180
2024
Q4 		$407K Buy
1,843
+729
+65% +$166K 0.1% 117
2024
Q3 		$246K Sell
1,114
-205
-16% -$43.9K 0.06% 162
2024
Q2 		$268K Hold
1,319
– – 0.07% 155
2024
Q1 		$277K Buy
1,319
+193
+17% +$38.5K 0.08% 149
2023
Q4 		$226K Sell
1,126
-668
-37% -$120K 0.06% 172
2023
Q3 		$317K Sell
1,794
-142
-7% -$26.7K 0.1% 144
2023
Q2 		$363K Buy
1,936
+244
+14% +$43.5K 0.1% 143
2023
Q1 		$302K Sell
1,692
-6
-0.4% -$1.1K 0.09% 158
2022
Q4 		$296K Sell
1,698
-103
-6% -$18.3K 0.1% 139
2022
Q3 		$297K Sell
1,801
-930
-34% -$170K 0.1% 142
2022
Q2 		$462K Buy
2,731
+888
+48% +$164K 0.14% 127
2022
Q1 		$378K Buy
1,843
+410
+29% +$83.6K 0.1% 145
2021
Q4 		$318K Buy
1,433
+166
+13% +$37.5K 0.05% 192
2021
Q3 		$277K Sell
1,267
-30
-2% -$6.65K 0.05% 198
2021
Q2 		$297K Hold
1,297
– – 0.06% 186
2021
Q1 		$286K Hold
1,297
– – 0.07% 174
2020
Q4 		$254K Buy
+1,297
New +$227K 0.07% 169
2020
Q1 		– Sell
-1,362
Closed -$225K – 135
2019
Q4 		$225K Buy
+1,362
New +$215K 0.06% 100

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

True North Advisors's IWM Position: Q2 2026 in Review

True North Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 62% in Q2 2026, selling an estimated $493K and leaving 1,068 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #228.

True North Advisors first reported a position in IWM in Q4 2019 and has held it in 24 quarters since. The position peaked at $700K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • True North Advisors held 1,068 shares of iShares Russell 2000 ETF worth $321K as of Q2 2026.
  • True North Advisors sold 1,756 iShares Russell 2000 ETF shares in Q2 2026, an estimated $493K.
  • iShares Russell 2000 ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #228 holding.
  • True North Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 24 quarters since.
  • True North Advisors's iShares Russell 2000 ETF position peaked at $700K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.