Trueblood Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Trueblood Wealth Management’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	$429K	Buy	1,426 +2	+0.1%	+$562	0.15%	173
2026 Q1	$353K	Buy	1,424 +2	+0.1%	+$516	0.14%	185
2025 Q4	$350K	Buy	1,422 +3	+0.2%	+$738	0.14%	185
2025 Q3	$343K	Buy	1,419 +3	+0.2%	+$688	0.13%	193
2025 Q2	$306K	Buy	1,416 +2	+0.1%	+$402	0.13%	200
2025 Q1	$282K	Hold	1,414	–	–	0.13%	195
2024 Q4	$312K	Hold	1,414	–	–	0.15%	181
2024 Q3	$312K	Hold	1,414	–	–	0.16%	173
2024 Q2	$287K	Hold	1,414	–	–	0.16%	168
2024 Q1	$297K	Hold	1,414	–	–	0.17%	158
2023 Q4	$284K	Buy	+1,414	New	+$253K	0.18%	163

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Trueblood Wealth Management's IWM Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q2 2026, buying an estimated $562 and bringing the position to 1,426 shares worth $429K. The position accounts for 0.15% of the portfolio, ranked #173.

Trueblood Wealth Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Trueblood Wealth Management held 1,426 shares of iShares Russell 2000 ETF worth $429K as of Q2 2026.
Trueblood Wealth Management bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.15% of Trueblood Wealth Management's portfolio in Q2 2026, its #173 holding.
Trueblood Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.