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

AlphaCore 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
Q1 		$2.97M Sell
11,989
-247
-2% -$63.7K 0.07% 207
2025
Q4 		$3.01M Buy
12,236
+2,482
+25% +$610K 0.07% 216
2025
Q3 		$2.36M Sell
9,754
-1,991
-17% -$457K 0.08% 178
2025
Q2 		$2.53M Buy
11,745
+5,720
+95% +$1.15M 0.1% 163
2025
Q1 		$1.2M Buy
6,025
+3,028
+101% +$657K 0.1% 153
2024
Q4 		$662K Buy
2,997
+339
+13% +$77.3K 0.14% 100
2024
Q3 		$587K Sell
2,658
-257
-9% -$55K 0.13% 101
2024
Q2 		$591K Sell
2,915
-408
-12% -$82.5K 0.14% 95
2024
Q1 		$699K Hold
3,323
– – 0.19% 78
2023
Q4 		$667K Sell
3,323
-20
-0.6% -$3.58K 0.1% 127
2023
Q3 		$594K Buy
3,343
+414
+14% +$77.7K 0.09% 131
2023
Q2 		$548K Buy
2,929
+1,525
+109% +$272K 0.09% 135
2023
Q1 		$250K Buy
1,404
+322
+30% +$59.3K 0.07% 117
2022
Q4 		$189K Buy
1,082
+738
+215% +$131K 0.07% 80
2022
Q3 		$57K Buy
344
+58
+20% +$10.6K 0.03% 88
2022
Q2 		$48K Hold
286
– – 0.02% 102
2022
Q1 		$59K Sell
286
-47
-14% -$9.59K 0.02% 96
2021
Q4 		$74K Buy
333
+47
+16% +$10.6K 0.03% 65
2021
Q3 		$62K Buy
+286
New +$63.4K 0.03% 78
2021
Q1 		– Sell
-6
Closed -$1K – 59
2020
Q4 		$1K Hold
6
– – ﹤0.01% 57
2020
Q3 		$1K Hold
6
– – ﹤0.01% 57
2020
Q2 		$1K Hold
6
– – ﹤0.01% 68
2020
Q1 		$1K Sell
6
-18
-75% -$2.68K ﹤0.01% 318
2019
Q4 		$4K Buy
+24
New +$3.79K ﹤0.01% 121

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AlphaCore Capital's IWM Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q1 2026, selling an estimated $63.7K and leaving 11,989 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #207.

AlphaCore Capital first reported a position in IWM in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.01M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • AlphaCore Capital held 11,989 shares of iShares Russell 2000 ETF worth $2.97M as of Q1 2026.
  • AlphaCore Capital sold 247 iShares Russell 2000 ETF shares in Q1 2026, an estimated $63.7K.
  • iShares Russell 2000 ETF made up 0.07% of AlphaCore Capital's portfolio in Q1 2026, its #207 holding.
  • AlphaCore Capital first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 24 quarters since.
  • AlphaCore Capital's iShares Russell 2000 ETF position peaked at $3.01M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.