Trustmark National Bank Trust Department’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
Q1 | $222K | Hold |
894
| – | – | 0.01% | 260 |
|
|
2025
Q4 | $220K | Buy |
+894
| New | +$220K | 0.01% | 268 |
|
|
2025
Q1 | – | Sell |
-915
| Closed | -$202K | – | 300 |
|
|
2024
Q4 | $202K | Buy |
+915
| New | +$209K | 0.02% | 287 |
|
|
2023
Q2 | – | Sell |
-1,497
| Closed | -$267K | – | 263 |
|
|
2023
Q1 | $267K | Hold |
1,497
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $261K | Hold |
1,497
| – | – | 0.02% | 240 |
|
|
2022
Q3 | $247K | Hold |
1,497
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $254K | Hold |
1,497
| – | – | 0.02% | 231 |
|
|
2022
Q1 | $307K | Hold |
1,497
| – | – | 0.02% | 231 |
|
|
2021
Q4 | $333K | Hold |
1,497
| – | – | 0.03% | 219 |
|
|
2021
Q3 | $327K | Sell |
1,497
-19
| -1% | -$4.21K | 0.03% | 211 |
|
|
2021
Q2 | $348K | Buy |
+1,516
| New | +$341K | 0.03% | 205 |
|
|
2019
Q3 | – | Sell |
-847
| Closed | -$132K | – | 384 |
|
|
2019
Q2 | $132K | Sell |
847
-68
| -7% | -$10.5K | 0.01% | 265 |
|
|
2019
Q1 | $140K | Hold |
915
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $122K | Sell |
915
-22
| -2% | -$3.28K | 0.01% | 256 |
|
|
2018
Q3 | $158K | Buy |
+937
| New | +$158K | 0.02% | 250 |
|
|
2017
Q2 | – | Sell |
-1,658
| Closed | -$228K | – | 266 |
|
|
2017
Q1 | $228K | Hold |
1,658
| – | – | 0.03% | 239 |
|
|
2016
Q4 | $223K | Hold |
1,658
| – | – | 0.03% | 231 |
|
|
2016
Q3 | $206K | Sell |
1,658
-187
| -10% | -$22.7K | 0.03% | 249 |
|
|
2016
Q2 | $213K | Sell |
1,845
-448
| -20% | -$50.5K | 0.03% | 265 |
|
|
2016
Q1 | $253K | Sell |
2,293
-4,599
| -67% | -$476K | 0.03% | 260 |
|
|
2015
Q4 | $776K | Sell |
6,892
-1,192
| -15% | -$137K | 0.11% | 154 |
|
|
2015
Q3 | $883K | Sell |
8,084
-220
| -3% | -$26.1K | 0.12% | 151 |
|
|
2015
Q2 | $1.04M | Sell |
8,304
-2,132
| -20% | -$266K | 0.14% | 134 |
|
|
2015
Q1 | $1.3M | Buy |
10,436
+2,309
| +28% | +$278K | 0.17% | 125 |
|
|
2014
Q4 | $972K | Sell |
8,127
-45
| -0.6% | -$5.15K | 0.13% | 145 |
|
|
2014
Q3 | $894K | Sell |
8,172
-224
| -3% | -$25.6K | 0.13% | 154 |
|
|
2014
Q2 | $997K | Sell |
8,396
-5,962
| -42% | -$677K | 0.11% | 159 |
|
|
2014
Q1 | $1.67M | Buy |
14,358
+5,295
| +58% | +$611K | 0.19% | 92 |
|
|
2013
Q4 | $1.04M | Sell |
9,063
-190
| -2% | -$21K | 0.12% | 143 |
|
|
2013
Q3 | $986K | Sell |
9,253
-22
| -0.2% | -$2.28K | 0.12% | 137 |
|
|
2013
Q2 | $900K | Buy |
+9,275
| New | +$886K | 0.12% | 141 |
|
Other funds holding IWM
Trustmark National Bank Trust Department's IWM Position: Q1 2026 in Review
Trustmark National Bank Trust Department held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 894 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #260.
Trustmark National Bank Trust Department first reported a position in IWM in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.67M in Q1 2014. 2,570 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Trustmark National Bank Trust Department held 894 shares of iShares Russell 2000 ETF worth $222K as of Q1 2026.
- Trustmark National Bank Trust Department left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 0.01% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #260 holding.
- Trustmark National Bank Trust Department first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 31 quarters since.
- Trustmark National Bank Trust Department's iShares Russell 2000 ETF position peaked at $1.67M in Q1 2014.
- 2,570 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.