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TruNorth Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

TruNorth Capital 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 		$343K Hold
1,141
– – 0.06% 88
2026
Q1 		$283K Hold
1,141
– – 0.05% 82
2025
Q4 		$281K Hold
1,141
– – 0.05% 88
2025
Q3 		$276K Hold
1,141
– – 0.05% 77
2025
Q2 		$246K Hold
1,141
– – 0.05% 77
2025
Q1 		$228K Buy
1,141
+1,001
+715% +$217K 0.06% 90
2024
Q4 		$30.9K Hold
140
– – 0.01% 196
2024
Q3 		$30.9K Hold
140
– – 0.01% 190
2024
Q2 		$28.4K Hold
140
– – 0.01% 173
2024
Q1 		$29.4K Buy
+140
New +$27.9K 0.01% 133

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

TruNorth Capital Management's IWM Position: Q2 2026 in Review

TruNorth Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,141 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #88.

TruNorth Capital Management first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • TruNorth Capital Management held 1,141 shares of iShares Russell 2000 ETF worth $343K as of Q2 2026.
  • TruNorth Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.06% of TruNorth Capital Management's portfolio in Q2 2026, its #88 holding.
  • TruNorth Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.