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

Belmont 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
2025
Q2 		$1.62M Hold
7,500
– – 0.25% 34
2025
Q1 		$1.5M Hold
7,500
– – 0.27% 31
2024
Q4 		$1.66M Hold
7,500
– – 0.27% 27
2024
Q3 		$1.66M Buy
7,500
+7,385
+6,422% +$1.58M 0.28% 33
2024
Q2 		$23.3K Buy
115
+73
+174% +$14.8K ﹤0.01% 172
2024
Q1 		$8.83K Buy
+42
New +$8.38K ﹤0.01% 162

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Belmont Capital's IWM Position: Q2 2025 in Review

Belmont Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2025 at 7,500 shares worth $1.62M. The position accounts for 0.25% of the portfolio, ranked #34.

Belmont Capital first reported a position in IWM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2024. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Belmont Capital held 7,500 shares of iShares Russell 2000 ETF worth $1.62M as of Q2 2025.
  • Belmont Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2025.
  • iShares Russell 2000 ETF made up 0.25% of Belmont Capital's portfolio in Q2 2025, its #34 holding.
  • Belmont Capital first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 6 quarters since.
  • Belmont Capital's iShares Russell 2000 ETF position peaked at $1.66M in Q4 2024.
  • 2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.