Trust Company of Oklahoma’s iShares Russell 2000 ETF IWM Stock Holding History

Trust Company of Oklahoma’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	$795K	Buy	2,645 +773	+41%	+$217K	0.2%	76
2026 Q1	$464K	Buy	1,872 +22	+1%	+$5.67K	0.14%	96
2025 Q4	$455K	Hold	1,850	–	–	0.13%	95
2025 Q3	$448K	Hold	1,850	–	–	0.13%	97
2025 Q2	$399K	Sell	1,850 -1,014	-35%	-$204K	0.13%	100
2025 Q1	$571K	Hold	2,864	–	–	0.2%	77
2024 Q4	$633K	Hold	2,864	–	–	0.2%	79
2024 Q3	$633K	Buy	2,864 +1,014	+55%	+$217K	0.21%	80
2024 Q2	$375K	Hold	1,850	–	–	0.13%	105
2024 Q1	$389K	Hold	1,850	–	–	0.14%	105
2023 Q4	$371K	Hold	1,850	–	–	0.14%	108
2023 Q3	$327K	Hold	1,850	–	–	0.13%	115
2023 Q2	$346K	Hold	1,850	–	–	0.13%	116
2023 Q1	$330K	Hold	1,850	–	–	0.13%	116
2022 Q4	$323K	Hold	1,850	–	–	0.13%	110
2022 Q3	$305K	Hold	1,850	–	–	0.15%	95
2022 Q2	$313K	Hold	1,850	–	–	0.15%	101
2022 Q1	$380K	Hold	1,850	–	–	0.15%	97
2021 Q4	$412K	Hold	1,850	–	–	0.14%	98
2021 Q3	$405K	Hold	1,850	–	–	0.14%	100
2021 Q2	$424K	Hold	1,850	–	–	0.14%	106
2021 Q1	$409K	Hold	1,850	–	–	0.15%	103
2020 Q4	$363K	Hold	1,850	–	–	0.13%	105
2020 Q3	$277K	Buy	+1,850	New	+$278K	0.11%	107
2020 Q1	$212K	Hold	1,850	–	–	0.11%	115
2019 Q4	$306K	Buy	+1,850	New	+$292K	0.12%	116

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Trust Company of Oklahoma's IWM Position: Q2 2026 in Review

Trust Company of Oklahoma increased its iShares Russell 2000 ETF (IWM) stake by 41% in Q2 2026, buying an estimated $217K and bringing the position to 2,645 shares worth $795K. The position accounts for 0.2% of the portfolio, ranked #76.

Trust Company of Oklahoma first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. 1,202 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Trust Company of Oklahoma held 2,645 shares of iShares Russell 2000 ETF worth $795K as of Q2 2026.
Trust Company of Oklahoma bought 773 iShares Russell 2000 ETF shares in Q2 2026, an estimated $217K.
iShares Russell 2000 ETF made up 0.2% of Trust Company of Oklahoma's portfolio in Q2 2026, its #76 holding.
Trust Company of Oklahoma first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
1,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Trust Company of Oklahoma's 13F filing for Q2 2026, filed 14 Jul 2026.