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

Aristides 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	$3.7M	Buy	+12,306	New	+$3.46M	0.72%	39
2025 Q3	–	Sell	-43,000	Closed	-$9.28M	–	267
2025 Q2	$9.28M	Buy	+43,000	New	+$8.65M	1.85%	12
2024 Q3	–	Sell	-12,198	Closed	-$2.47M	–	277
2024 Q2	$2.47M	Buy	+12,198	New	+$2.47M	0.7%	24
2023 Q3	–	Sell	-4,265	Closed	-$799K	–	198
2023 Q2	$799K	Buy	+4,265	New	+$760K	0.32%	72
2022 Q3	–	Sell	-5,850	Closed	-$991K	–	168
2022 Q2	$991K	Buy	+5,850	New	+$1.08M	0.68%	50
2021 Q3	–	Sell	-30,750	Closed	-$7.05M	–	175
2021 Q2	$7.05M	Buy	+30,750	New	+$6.91M	1.66%	8

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

Aristides Capital's IWM Position: Q2 2026 in Review

Aristides Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 12,306 shares worth $3.7M. The stake represents 0.72% of the portfolio and ranks #39 among its holdings. This is a return to the name: Aristides Capital previously reported a position in IWM as recently as Q2 2025.

Aristides Capital first reported a position in IWM in Q2 2021 and has held it in 6 quarters since. The position peaked at $9.28M in Q2 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Aristides Capital held 12,306 shares of iShares Russell 2000 ETF worth $3.7M as of Q2 2026.
iShares Russell 2000 ETF was a new Aristides Capital position in Q2 2026.
iShares Russell 2000 ETF made up 0.72% of Aristides Capital's portfolio in Q2 2026, its #39 holding.
Aristides Capital first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 6 quarters since.
Aristides Capital's iShares Russell 2000 ETF position peaked at $9.28M in Q2 2025.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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