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

Barometer 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
2026 Q2	$631K	Buy	+2,100	New	+$590K	0.18%	89
2023 Q3	–	Sell	-3,825	Closed	-$716K	–	127
2023 Q2	$716K	Buy	+3,825	New	+$682K	0.19%	80
2022 Q4	–	Sell	-2,800	Closed	-$462K	–	132
2022 Q3	$462K	Buy	2,800 +200	+8%	+$36.5K	0.19%	54
2022 Q2	$532K	Buy	+2,600	New	+$479K	0.22%	53
2021 Q1	–	Sell	-2,300	Closed	-$451K	–	180
2020 Q4	$451K	Buy	+2,300	New	+$402K	0.08%	132
2019 Q4	–	Sell	-17,800	Closed	-$2.69M	–	153
2019 Q3	$2.69M	Buy	+17,800	New	+$2.72M	0.29%	77
2018 Q3	–	Sell	-42,945	Closed	-$7.03M	–	159
2018 Q2	$7.03M	Buy	42,945 +33,600	+360%	+$5.38M	0.59%	57
2018 Q1	$1.42M	Sell	9,345 -21,200	-69%	-$3.27M	0.12%	113
2017 Q4	$4.66M	Buy	30,545 +3,745	+14%	+$563K	0.42%	83
2017 Q3	$3.97M	Sell	26,800 -8,800	-25%	-$1.24M	0.39%	83
2017 Q2	$5.02M	Buy	+35,600	New	+$4.93M	0.51%	62
2016 Q3	–	Sell	-9,700	Closed	-$1.11M	–	157
2016 Q2	$1.11M	Sell	9,700 -2,600	-21%	-$293K	0.11%	107
2016 Q1	$1.36M	Buy	12,300 +1,400	+13%	+$145K	0.13%	93
2015 Q4	$1.23M	Buy	+10,900	New	+$1.26M	0.12%	86
2015 Q3	–	Sell	-8,500	Closed	-$1.06M	–	153
2015 Q2	$1.06M	Buy	+8,500	New	+$1.06M	0.09%	98
2014 Q3	–	Sell	-11,300	Closed	-$1.34M	–	150
2014 Q2	$1.34M	Buy	+11,300	New	+$1.28M	0.25%	59

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

Barometer Capital Management's IWM Position: Q2 2026 in Review

Barometer Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,100 shares worth $631K. The stake represents 0.18% of the portfolio and ranks #89 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in IWM as recently as Q2 2023.

Barometer Capital Management first reported a position in IWM in Q2 2014 and has held it in 16 quarters since. The position peaked at $7.03M in Q2 2018. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Barometer Capital Management held 2,100 shares of iShares Russell 2000 ETF worth $631K as of Q2 2026.
iShares Russell 2000 ETF was a new Barometer Capital Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.18% of Barometer Capital Management's portfolio in Q2 2026, its #89 holding.
Barometer Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 16 quarters since.
Barometer Capital Management's iShares Russell 2000 ETF position peaked at $7.03M in Q2 2018.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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