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

Trust Company’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	$159K	Sell	528 -8	-1%	-$2.25K	0.01%	185
2026 Q1	$133K	Buy	536 +8	+2%	+$2.06K	0.01%	205
2025 Q4	$130K	Hold	528	–	–	0.01%	205
2025 Q3	$128K	Hold	528	–	–	0.01%	162
2025 Q2	$114K	Hold	528	–	–	0.01%	171
2025 Q1	$105K	Hold	528	–	–	0.01%	173
2024 Q4	$117K	Hold	528	–	–	0.01%	162
2024 Q3	$117K	Hold	528	–	–	0.01%	153
2024 Q2	$107K	Buy	528 +514	+3,671%	+$104K	0.01%	146
2024 Q1	$2.94K	Hold	14	–	–	﹤0.01%	316
2023 Q4	$2.81K	Hold	14	–	–	﹤0.01%	290
2023 Q3	$2.47K	Hold	14	–	–	﹤0.01%	296
2023 Q2	$2.62K	Hold	14	–	–	﹤0.01%	302
2023 Q1	$2.5K	Hold	14	–	–	﹤0.01%	295
2022 Q4	$2K	Hold	14	–	–	﹤0.01%	295
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	309
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	315
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	320
2021 Q4	$3K	Buy	+14	New	+$3.16K	﹤0.01%	300
2019 Q4	–	Sell	-18	Closed	-$3K	–	311
2019 Q3	$3K	Buy	+18	New	+$2.75K	﹤0.01%	294
2019 Q1	–	Sell	-724	Closed	-$97K	–	339
2018 Q4	$97K	Sell	724 -266	-27%	-$39.7K	0.05%	108
2018 Q3	$167K	Buy	+990	New	+$167K	0.08%	86

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Trust Company's IWM Position: Q2 2026 in Review

Trust Company reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $2.25K and leaving 528 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #185.

Trust Company first reported a position in IWM in Q3 2018 and has held it in 22 quarters since. The position peaked at $167K in Q3 2018. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Trust Company held 528 shares of iShares Russell 2000 ETF worth $159K as of Q2 2026.
Trust Company sold 8 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.25K.
iShares Russell 2000 ETF made up 0.01% of Trust Company's portfolio in Q2 2026, its #185 holding.
Trust Company first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 22 quarters since.
Trust Company's iShares Russell 2000 ETF position peaked at $167K in Q3 2018.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.