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Trust Point Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Trust Point Inc’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 		$2.71M Sell
9,023
-293
-3% -$82.3K 0.23% 55
2026
Q1 		$2.31M Buy
9,316
+140
+2% +$36.1K 0.2% 58
2025
Q4 		$2.26M Buy
9,176
+449
+5% +$110K 0.18% 55
2025
Q3 		$2.11M Buy
8,727
+140
+2% +$32.1K 0.17% 60
2025
Q2 		$1.85M Sell
8,587
-1,936
-18% -$390K 0.17% 63
2025
Q1 		$2.1M Sell
10,523
-236
-2% -$51.2K 0.19% 56
2024
Q4 		$2.38M Sell
10,759
-2,104
-16% -$480K 0.16% 63
2024
Q3 		$2.84M Sell
12,863
-22
-0.2% -$4.71K 0.21% 46
2024
Q2 		$2.61M Sell
12,885
-95
-0.7% -$19.2K 0.21% 49
2024
Q1 		$2.73M Buy
12,980
+1,206
+10% +$241K 0.21% 51
2023
Q4 		$2.36M Buy
+11,774
New +$2.11M 0.2% 54

Other funds holding IWM

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Trust Point Inc's IWM Position: Q2 2026 in Review

Trust Point Inc reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, selling an estimated $82.3K and leaving 9,023 shares worth $2.71M. The position accounts for 0.23% of the portfolio, ranked #55.

Trust Point Inc first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q3 2024. 828 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Trust Point Inc held 9,023 shares of iShares Russell 2000 ETF worth $2.71M as of Q2 2026.
  • Trust Point Inc sold 293 iShares Russell 2000 ETF shares in Q2 2026, an estimated $82.3K.
  • iShares Russell 2000 ETF made up 0.23% of Trust Point Inc's portfolio in Q2 2026, its #55 holding.
  • Trust Point Inc first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's iShares Russell 2000 ETF position peaked at $2.84M in Q3 2024.
  • 828 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.