Truist Financial
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Truist Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Truist Financial’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
2022
Q1 		– Sell
-5,000
Closed -$1.11M – 2753
2021
Q4 		$1.11M Buy
5,000
+4,000
+400% +$904K ﹤0.01% 1576
2021
Q3 		$219K Buy
+1,000
New +$222K ﹤0.01% 2517

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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.