TRUE Private Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

TRUE Private Wealth 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	$24.4M	Buy	81,229 +11,570	+17%	+$3.25M	2.11%	18
2026 Q1	$17.3M	Buy	69,659 +5,462	+9%	+$1.41M	1.65%	19
2025 Q4	$15.8M	Sell	64,197 -1,570	-2%	-$386K	1.58%	18
2025 Q3	$15.9M	Sell	65,767 -1,238	-2%	-$284K	1.62%	19
2025 Q2	$14.5M	Buy	67,005 +8,189	+14%	+$1.65M	1.62%	18
2025 Q1	$11.7M	Sell	58,816 -76,162	-56%	-$16.5M	1.43%	20
2024 Q4	$29.8M	Sell	134,978 -1,045	-0.8%	-$238K	3.62%	8
2024 Q3	$30M	Buy	136,023 +4,640	+4%	+$993K	3.58%	8
2024 Q2	$26.7M	Buy	131,383 +4,824	+4%	+$975K	3.02%	10
2024 Q1	$26.6M	Buy	126,559 +58,841	+87%	+$11.7M	3.05%	10
2023 Q4	$13.6M	Buy	+67,718	New	+$12.1M	1.72%	13
2021 Q1	–	Sell	-386	Closed	-$75K	–	467
2020 Q4	$75K	Buy	386 +1	+0.3%	+$175	0.01%	309
2020 Q3	$57K	Hold	385	–	–	0.01%	320
2020 Q2	$55K	Hold	385	–	–	0.01%	309
2020 Q1	$44K	Sell	385 -525	-58%	-$78.3K	0.01%	299
2019 Q4	$150K	Buy	+910	New	+$144K	0.02%	250
2019 Q3	–	Sell	-385	Closed	-$59K	–	480
2019 Q2	$59K	Buy	+385	New	+$59.3K	0.01%	318
2018 Q4	–	Sell	-1,324	Closed	-$224K	–	585
2018 Q3	$224K	Buy	1,324 +1	+0.1%	+$169	0.03%	250
2018 Q2	$216K	Buy	+1,323	New	+$212K	0.03%	251
2016 Q4	–	Sell	-2,534	Closed	-$306K	–	152
2016 Q3	$306K	Buy	+2,534	New	+$308K	0.1%	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 Private Wealth Advisors's IWM Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2026, buying an estimated $3.25M and bringing the position to 81,229 shares worth $24.4M. The position accounts for 2.11% of the portfolio, ranked #18.

TRUE Private Wealth Advisors first reported a position in IWM in Q3 2016 and has held it in 20 quarters since. The position peaked at $30M in Q3 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

TRUE Private Wealth Advisors held 81,229 shares of iShares Russell 2000 ETF worth $24.4M as of Q2 2026.
TRUE Private Wealth Advisors bought 11,570 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.25M.
iShares Russell 2000 ETF made up 2.11% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #18 holding.
TRUE Private Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 20 quarters since.
TRUE Private Wealth Advisors's iShares Russell 2000 ETF position peaked at $30M in Q3 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.