Truist Financial’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 | $293M | Sell |
1,182,855
-76,974
| -6% | -$19.9M | 0.4% | 50 |
|
|
2025
Q4 | $310M | Sell |
1,259,829
-103,988
| -8% | -$25.6M | 0.41% | 48 |
|
|
2025
Q3 | $330M | Buy |
1,363,817
+159,988
| +13% | +$36.7M | 0.45% | 46 |
|
|
2025
Q2 | $260M | Sell |
1,203,829
-102,858
| -8% | -$20.7M | 0.38% | 47 |
|
|
2025
Q1 | $261M | Sell |
1,306,687
-148,132
| -10% | -$32.1M | 0.42% | 48 |
|
|
2024
Q4 | $321M | Buy |
1,454,819
+52,852
| +4% | +$12.1M | 0.5% | 36 |
|
|
2024
Q3 | $310M | Buy |
1,401,967
+17,736
| +1% | +$3.8M | 0.49% | 41 |
|
|
2024
Q2 | $281M | Sell |
1,384,231
-27,228
| -2% | -$5.5M | 0.43% | 48 |
|
|
2024
Q1 | $297M | Sell |
1,411,459
-52,253
| -4% | -$10.4M | 0.45% | 46 |
|
|
2023
Q4 | $294M | Buy |
1,463,712
+208,693
| +17% | +$37.4M | 0.47% | 46 |
|
|
2023
Q3 | $222M | Buy |
1,255,019
+61,772
| +5% | +$11.6M | 0.37% | 59 |
|
|
2023
Q2 | $223M | Buy |
1,193,247
+6,120
| +0.5% | +$1.09M | 0.37% | 56 |
|
|
2023
Q1 | $212M | Sell |
1,187,127
-19,779
| -2% | -$3.64M | 0.36% | 59 |
|
|
2022
Q4 | $210M | Buy |
1,206,906
+433
| +0% | +$77K | 0.37% | 64 |
|
|
2022
Q3 | $199M | Buy |
1,206,473
+57,720
| +5% | +$10.5M | 0.38% | 64 |
|
|
2022
Q2 | $195M | Sell |
1,148,753
-231,419
| -17% | -$42.7M | 0.36% | 72 |
|
|
2022
Q1 | $283M | Buy |
1,380,172
+281,117
| +26% | +$57.3M | 0.45% | 49 |
|
|
2021
Q4 | $244M | Buy |
1,099,055
+107,212
| +11% | +$24.2M | 0.37% | 67 |
|
|
2021
Q3 | $217M | Buy |
991,843
+7,823
| +0.8% | +$1.73M | 0.36% | 71 |
|
|
2021
Q2 | $226M | Sell |
984,020
-246,875
| -20% | -$55.5M | 0.37% | 68 |
|
|
2021
Q1 | $272M | Buy |
1,230,895
+102,637
| +9% | +$22.4M | 0.47% | 50 |
|
|
2020
Q4 | $221M | Buy |
1,128,258
+3,071
| +0.3% | +$537K | 0.42% | 54 |
|
|
2020
Q3 | $169M | Buy |
1,125,187
+7,614
| +0.7% | +$1.15M | 0.37% | 63 |
|
|
2020
Q2 | $160M | Sell |
1,117,573
-53,023
| -5% | -$6.96M | 0.36% | 65 |
|
|
2020
Q1 | $134M | Buy |
1,170,596
+50,557
| +5% | +$7.54M | 0.35% | 68 |
|
|
2019
Q4 | $186M | Buy |
1,120,039
+834,984
| +293% | +$132M | 0.38% | 60 |
|
|
2019
Q3 | $43.1M | Buy |
285,055
+1,330
| +0.5% | +$203K | 0.74% | 29 |
|
|
2019
Q2 | $44.1M | Buy |
283,725
+4,172
| +1% | +$643K | 0.76% | 29 |
|
|
2019
Q1 | $42.8M | Buy |
279,553
+18,537
| +7% | +$2.79M | 0.76% | 27 |
|
|
2018
Q4 | $35M | Buy |
261,016
+12,550
| +5% | +$1.87M | 0.72% | 30 |
|
|
2018
Q3 | $41.9M | Buy |
248,466
+17,546
| +8% | +$2.96M | 0.75% | 25 |
|
|
2018
Q2 | $37.8M | Buy |
230,920
+604
| +0.3% | +$96.6K | 0.72% | 27 |
|
|
2018
Q1 | $35M | Sell |
230,316
-1,573
| -0.7% | -$243K | 0.67% | 31 |
|
|
2017
Q4 | $35.4M | Sell |
231,889
-8,898
| -4% | -$1.34M | 0.66% | 31 |
|
|
2017
Q3 | $35.7M | Buy |
240,787
+1,980
| +0.8% | +$279K | 0.69% | 27 |
|
|
2017
Q2 | $33.7M | Buy |
238,807
+3,927
| +2% | +$544K | 0.67% | 28 |
|
|
2017
Q1 | $32.3M | Sell |
234,880
-895
| -0.4% | -$122K | 0.65% | 29 |
|
|
2016
Q4 | $31.8M | Buy |
235,775
+7,176
| +3% | +$917K | 0.65% | 31 |
|
|
2016
Q3 | $28.4M | Buy |
228,599
+28,378
| +14% | +$3.45M | 0.58% | 35 |
|
|
2016
Q2 | $23M | Sell |
200,221
-1,450
| -0.7% | -$164K | 0.48% | 48 |
|
|
2016
Q1 | $22.3M | Buy |
201,671
+18,571
| +10% | +$1.92M | 0.58% | 38 |
|
|
2015
Q4 | $20.6M | Buy |
183,100
+17,604
| +11% | +$2.03M | 0.53% | 42 |
|
|
2015
Q3 | $18.1M | Buy |
165,496
+16,193
| +11% | +$1.92M | 0.47% | 51 |
|
|
2015
Q2 | $18.6M | Buy |
149,303
+4,730
| +3% | +$591K | 0.5% | 48 |
|
|
2015
Q1 | $18M | Buy |
144,573
+11,387
| +9% | +$1.37M | 0.52% | 50 |
|
|
2014
Q4 | $15.9M | Buy |
133,186
+12,038
| +10% | +$1.38M | 0.47% | 58 |
|
|
2014
Q3 | $13.2M | Buy |
121,148
+12,036
| +11% | +$1.38M | 0.4% | 70 |
|
|
2014
Q2 | $13M | Buy |
109,112
+4,140
| +4% | +$470K | 0.39% | 72 |
|
|
2014
Q1 | $12.2M | Buy |
104,972
+6,047
| +6% | +$698K | 0.38% | 74 |
|
|
2013
Q4 | $11.4M | Buy |
98,925
+5,673
| +6% | +$627K | 0.37% | 75 |
|
|
2013
Q3 | $9.94M | Sell |
93,252
-2,603
| -3% | -$269K | 0.35% | 77 |
|
|
2013
Q2 | $9.3M | Buy |
+95,855
| New | +$9.15M | 0.35% | 74 |
|
Other funds holding IWM
Truist Financial's IWM Position: Q1 2026 in Review
Truist Financial reduced its iShares Russell 2000 ETF (IWM) stake by 6.1% in Q1 2026, selling an estimated $19.9M and leaving 1,182,855 shares worth $293M. The position accounts for 0.4% of the portfolio, ranked #50.
Truist Financial first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $330M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Truist Financial held 1,182,855 shares of iShares Russell 2000 ETF worth $293M as of Q1 2026.
- Truist Financial sold 76,974 iShares Russell 2000 ETF shares in Q1 2026, an estimated $19.9M.
- iShares Russell 2000 ETF made up 0.4% of Truist Financial's portfolio in Q1 2026, its #50 holding.
- Truist Financial first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Truist Financial's iShares Russell 2000 ETF position peaked at $330M in Q3 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.