True Vision MN’s iShares Russell 2000 ETF IWM Stock Holding History

True Vision MN’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	–	Sell	-1,701	Closed	-$419K	–	111
2025 Q4	$419K	Sell	1,701 -27	-2%	-$6.64K	0.21%	85
2025 Q3	$418K	Buy	1,728 +1	+0.1%	+$229	0.22%	84
2025 Q2	$373K	Sell	1,727 -1	-0.1%	-$201	0.21%	89
2025 Q1	$345K	Sell	1,728 -13	-0.7%	-$2.82K	0.21%	85
2024 Q4	$385K	Sell	1,741 -39	-2%	-$8.89K	0.23%	79
2024 Q3	$393K	Buy	1,780 +53	+3%	+$11.3K	0.24%	79
2024 Q2	$350K	Hold	1,727	–	–	0.23%	83
2024 Q1	$343K	Sell	1,727 -433	-20%	-$86.4K	0.24%	72
2023 Q4	$434K	Buy	+2,160	New	+$387K	0.35%	65

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

True Vision MN's IWM Position: Q1 2026 in Review

True Vision MN sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,701 shares — an estimated $419K sold.

True Vision MN first reported a position in IWM in Q4 2023 and held it in 9 quarters. The position peaked at $434K in Q4 2023. 2,589 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

True Vision MN reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
True Vision MN sold 1,701 iShares Russell 2000 ETF shares in Q1 2026, an estimated $419K.
True Vision MN first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 9 quarters.
True Vision MN's iShares Russell 2000 ETF position peaked at $434K in Q4 2023.
2,589 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.