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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,731 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.
2,731 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.