Trust Company of the South’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
Q2
$251K Buy
+834
New +$234K 0.04% 132
2025
Q1
Sell
-16,366
Closed -$3.62M 128
2024
Q4
$3.62M Buy
16,366
+192
+1% +$43.8K 0.74% 22
2024
Q3
$3.57M Buy
16,174
+85
+0.5% +$18.2K 0.76% 20
2024
Q2
$3.26M Hold
16,089
0.77% 19
2024
Q1
$3.38M Hold
16,089
0.78% 18
2023
Q4
$3.23M Buy
+16,089
New +$2.88M 0.85% 18

Other funds holding IWM

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

Trust Company of the South opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 834 shares worth $251K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: Trust Company of the South previously reported a position in IWM as recently as Q4 2024.

Trust Company of the South first reported a position in IWM in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.62M in Q4 2024. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Trust Company of the South held 834 shares of iShares Russell 2000 ETF worth $251K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Trust Company of the South position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Trust Company of the South's portfolio in Q2 2026, its #132 holding.
  • Trust Company of the South first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 6 quarters since.
  • Trust Company of the South's iShares Russell 2000 ETF position peaked at $3.62M in Q4 2024.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.