Truepoint Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $404K | Hold |
1,629
| – | – | 0.01% | 117 |
|
|
2025
Q4 | $401K | Hold |
1,629
| – | – | 0.01% | 118 |
|
|
2025
Q3 | $394K | Sell |
1,629
-23
| -1% | -$5.28K | 0.01% | 110 |
|
|
2025
Q2 | $356K | Hold |
1,652
| – | – | 0.01% | 110 |
|
|
2025
Q1 | $330K | Sell |
1,652
-100
| -6% | -$21.7K | 0.01% | 111 |
|
|
2024
Q4 | $387K | Sell |
1,752
-137
| -7% | -$31.2K | 0.01% | 102 |
|
|
2024
Q3 | $417K | Buy |
1,889
+283
| +18% | +$60.6K | 0.01% | 100 |
|
|
2024
Q2 | $326K | Buy |
1,606
+100
| +7% | +$20.2K | 0.01% | 101 |
|
|
2024
Q1 | $317K | Sell |
1,506
-21
| -1% | -$4.19K | 0.01% | 105 |
|
|
2023
Q4 | $306K | Sell |
1,527
-1,507
| -50% | -$270K | 0.01% | 169 |
|
|
2023
Q3 | $536K | Buy |
3,034
+1,202
| +66% | +$226K | 0.02% | 114 |
|
|
2023
Q2 | $343K | Buy |
+1,832
| New | +$327K | 0.01% | 118 |
|
|
2023
Q1 | – | Sell |
-1,558
| Closed | -$272K | – | 154 |
|
|
2022
Q4 | $272K | Buy |
+1,558
| New | +$277K | 0.01% | 132 |
|
|
2022
Q3 | – | Sell |
-1,220
| Closed | -$207K | – | 163 |
|
|
2022
Q2 | $207K | Buy |
1,220
+1
| +0.1% | +$184 | 0.01% | 155 |
|
|
2022
Q1 | $250K | Sell |
1,219
-18
| -1% | -$3.67K | 0.01% | 125 |
|
|
2021
Q4 | $275K | Buy |
1,237
+18
| +1% | +$4.07K | 0.01% | 115 |
|
|
2021
Q3 | $267K | Sell |
1,219
-22
| -2% | -$4.88K | 0.01% | 114 |
|
|
2021
Q2 | $285K | Hold |
1,241
| – | – | 0.02% | 104 |
|
|
2021
Q1 | $274K | Sell |
1,241
-5
| -0.4% | -$1.09K | 0.02% | 101 |
|
|
2020
Q4 | $244K | Buy |
+1,246
| New | +$218K | 0.02% | 101 |
|
|
2020
Q1 | – | Sell |
-1,591
| Closed | -$264K | – | 72 |
|
|
2019
Q4 | $264K | Sell |
1,591
-63
| -4% | -$9.96K | 0.02% | 99 |
|
|
2019
Q3 | $250K | Sell |
1,654
-78
| -5% | -$11.9K | 0.02% | 99 |
|
|
2019
Q2 | $269K | Sell |
1,732
-106
| -6% | -$16.3K | 0.02% | 103 |
|
|
2019
Q1 | $281K | Buy |
1,838
+188
| +11% | +$28.3K | 0.02% | 94 |
|
|
2018
Q4 | $221K | Buy |
+1,650
| New | +$246K | 0.02% | 94 |
|
|
2017
Q4 | – | Sell |
-244
| Closed | -$36K | – | 101 |
|
|
2017
Q3 | $36K | Sell |
244
-1,300
| -84% | -$183K | ﹤0.01% | 102 |
|
|
2017
Q2 | $217K | Sell |
1,544
-2,825
| -65% | -$391K | 0.02% | 95 |
|
|
2017
Q1 | $601K | Hold |
4,369
| – | – | 0.06% | 48 |
|
|
2016
Q4 | $590K | Sell |
4,369
-466
| -10% | -$59.5K | 0.07% | 48 |
|
|
2016
Q3 | $601K | Sell |
4,835
-1,500
| -24% | -$182K | 0.07% | 40 |
|
|
2016
Q2 | $728K | Buy |
6,335
+1,000
| +19% | +$113K | 0.09% | 32 |
|
|
2016
Q1 | $590K | Buy |
5,335
+1,985
| +59% | +$205K | 0.08% | 37 |
|
|
2015
Q4 | $377K | Buy |
+3,350
| New | +$386K | 0.05% | 46 |
|
Other funds holding IWM
Truepoint Inc's IWM Position: Q1 2026 in Review
Truepoint Inc held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,629 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #117.
Truepoint Inc first reported a position in IWM in Q4 2015 and has held it in 33 quarters since. The position peaked at $728K in Q2 2016. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Truepoint Inc held 1,629 shares of iShares Russell 2000 ETF worth $404K as of Q1 2026.
- Truepoint Inc left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #117 holding.
- Truepoint Inc first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 33 quarters since.
- Truepoint Inc's iShares Russell 2000 ETF position peaked at $728K in Q2 2016.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.