59 North Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

59 North Capital Management’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
2025 Q4	–	Sell	-174,219	Closed	-$42.2M	–	14
2025 Q3	$42.2M	Sell	174,219 -789,128	-82%	-$181M	1.31%	14
2025 Q2	$208M	Sell	963,347 -767,816	-44%	-$155M	7.42%	8
2025 Q1	$345M	Buy	1,731,163 +898,067	+108%	+$195M	12.44%	3
2024 Q4	$184M	Buy	833,096 +381,322	+84%	+$86.9M	8.6%	5
2024 Q3	$99.8M	Buy	+451,774	New	+$96.7M	4.48%	10
2024 Q2	–	Sell	-1,046,318	Closed	-$220M	–	16
2024 Q1	$220M	Buy	1,046,318 +562,160	+116%	+$112M	13.26%	1
2023 Q4	$97.2M	Buy	+484,158	New	+$86.7M	7.84%	6

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

59 North Capital Management's IWM Position: Q4 2025 in Review

59 North Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 174,219 shares — an estimated $42.2M sold.

59 North Capital Management first reported a position in IWM in Q4 2023 and held it in 7 quarters. The position peaked at $345M in Q1 2025. 2,599 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

59 North Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
59 North Capital Management sold 174,219 iShares Russell 2000 ETF shares in Q4 2025, an estimated $42.2M.
59 North Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 7 quarters.
59 North Capital Management's iShares Russell 2000 ETF position peaked at $345M in Q1 2025.
2,599 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on 59 North Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.