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Truvestments Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Truvestments Capital’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 		$92.8K Buy
309
+281
+1,004% +$79K 0.01% 419
2026
Q1 		$6.94K Hold
28
– – ﹤0.01% 825
2025
Q4 		$6.89K Hold
28
– – ﹤0.01% 750
2025
Q3 		$6.78K Sell
28
-72
-72% -$16.5K ﹤0.01% 769
2025
Q2 		$21.7K Sell
100
-578
-85% -$116K ﹤0.01% 524
2025
Q1 		$135K Buy
678
+97
+17% +$21K 0.03% 266
2024
Q4 		$128K Hold
581
– – 0.03% 261
2024
Q3 		$128K Buy
+581
New +$124K 0.03% 256
2024
Q2 		– Sell
-106
Closed -$22.3K – 459
2024
Q1 		$22.3K Buy
106
+34
+47% +$6.78K 0.01% 425
2023
Q4 		$14.5K Hold
72
– – 0.01% 485
2023
Q3 		$12.7K Sell
72
-12
-14% -$2.25K 0.01% 432
2023
Q2 		$15.7K Sell
84
-2
-2% -$357 0.01% 407
2023
Q1 		$15.3K Hold
86
– – 0.01% 397
2022
Q4 		$15K Sell
86
-20
-19% -$3.56K 0.01% 416
2022
Q3 		$17K Hold
106
– – 0.01% 356
2022
Q2 		$18K Buy
+106
New +$19.5K 0.01% 348
2022
Q1 		– Sell
-106
Closed -$24K – 350
2021
Q4 		$24K Sell
106
-20
-16% -$4.52K 0.01% 328
2021
Q3 		$28K Sell
126
-11
-8% -$2.44K 0.02% 295
2021
Q2 		$31K Buy
137
+31
+29% +$6.97K 0.02% 286
2021
Q1 		$23K Sell
106
-28
-21% -$6.11K 0.01% 356
2020
Q4 		$25K Buy
134
+106
+379% +$18.5K 0.02% 333
2020
Q3 		$4K Hold
28
– – ﹤0.01% 280
2020
Q2 		$4K Hold
28
– – ﹤0.01% 475
2020
Q1 		$3K Buy
+28
New +$4.17K ﹤0.01% 451
2019
Q4 		– Sell
-240
Closed -$36K – 358
2019
Q3 		$36K Hold
240
– – 0.02% 310
2019
Q2 		$37K Hold
240
– – 0.02% 326
2019
Q1 		$37K Buy
+240
New +$36.1K 0.03% 323
2018
Q3 		$125K Buy
+740
New +$125K 0.06% 224

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truvestments Capital's IWM Position: Q2 2026 in Review

Truvestments Capital increased its iShares Russell 2000 ETF (IWM) stake by 1,004% in Q2 2026, buying an estimated $79K and bringing the position to 309 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #419.

Truvestments Capital first reported a position in IWM in Q3 2018 and has held it in 28 quarters since. The position peaked at $135K in Q1 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Truvestments Capital held 309 shares of iShares Russell 2000 ETF worth $92.8K as of Q2 2026.
  • Truvestments Capital bought 281 iShares Russell 2000 ETF shares in Q2 2026, an estimated $79K.
  • iShares Russell 2000 ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #419 holding.
  • Truvestments Capital first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 28 quarters since.
  • Truvestments Capital's iShares Russell 2000 ETF position peaked at $135K in Q1 2025.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.