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

Brasada 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 		$215K Buy
+715
New +$201K 0.04% 143
2018
Q4 		– Sell
-1,400
Closed -$236K – 329
2018
Q3 		$236K Hold
1,400
– – 0.07% 164
2018
Q2 		$229K Buy
+1,400
New +$224K 0.07% 167

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Brasada Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 715 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: Brasada Capital Management previously reported a position in IWM as recently as Q3 2018.

Brasada Capital Management first reported a position in IWM in Q2 2018 and has held it in 3 quarters since. The position peaked at $236K in Q3 2018. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Brasada Capital Management held 715 shares of iShares Russell 2000 ETF worth $215K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Brasada Capital Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Brasada Capital Management's portfolio in Q2 2026, its #143 holding.
  • Brasada Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 3 quarters since.
  • Brasada Capital Management's iShares Russell 2000 ETF position peaked at $236K in Q3 2018.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.