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Brinker Capital Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Brinker Capital Investments’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 		$5.58M Sell
18,561
-1,519
-8% -$427K 0.04% 361
2026
Q1 		$4.98M Sell
20,080
-9,081
-31% -$2.34M 0.04% 366
2025
Q4 		$7.18M Buy
29,161
+6,492
+29% +$1.6M 0.05% 313
2025
Q3 		$5.48M Sell
22,669
-1,123
-5% -$258K 0.04% 398
2025
Q2 		$5.13M Buy
23,792
+7,385
+45% +$1.49M 0.04% 381
2025
Q1 		$3.27M Sell
16,407
-725
-4% -$157K 0.03% 492
2024
Q4 		$3.79M Buy
17,132
+2,830
+20% +$645K 0.04% 410
2024
Q3 		$3.16M Buy
14,302
+885
+7% +$189K 0.03% 477
2024
Q2 		$2.72M Sell
13,417
-461
-3% -$93.2K 0.03% 511
2024
Q1 		$2.92M Sell
13,878
-2,323
-14% -$463K 0.03% 491
2023
Q4 		$3.19M Buy
16,201
+922
+6% +$165K 0.04% 434
2023
Q3 		$2.7M Sell
15,279
-1,386
-8% -$260K 0.03% 488
2023
Q2 		$3.12M Sell
16,665
-6,678
-29% -$1.19M 0.03% 471
2023
Q1 		$4.16M Buy
23,343
+9,397
+67% +$1.73M 0.05% 316
2022
Q4 		$2.43M Buy
13,946
+41
+0.3% +$7.29K 0.05% 403
2022
Q3 		$2.29M Sell
13,905
-2,497
-15% -$455K 0.05% 402
2022
Q2 		$2.78M Sell
16,402
-2,459
-13% -$453K 0.05% 347
2022
Q1 		$3.87M Sell
18,861
-52,491
-74% -$10.7M 0.06% 304
2021
Q4 		$15.9M Buy
71,352
+6,828
+11% +$1.54M 0.23% 91
2021
Q3 		$14.8M Sell
64,524
-233
-0.4% -$51.7K 0.23% 95
2021
Q2 		$14.9M Buy
64,757
+53,867
+495% +$12.1M 0.2% 121
2021
Q1 		$2.41M Buy
+10,890
New +$2.38M 0.04% 457
2020
Q4 		– Sell
-36,846
Closed -$5.52M – 1107
2020
Q3 		$5.52M Buy
+36,846
New +$5.54M 0.09% 225
2020
Q1 		– Sell
-258
Closed -$43K – 525
2019
Q4 		$43K Buy
258
+233
+932% +$36.8K ﹤0.01% 433
2019
Q3 		$4K Sell
25
-55
-69% -$8.4K ﹤0.01% 656
2019
Q2 		$12K Buy
+80
New +$12.3K ﹤0.01% 762
2019
Q1 		– Sell
-25
Closed -$3K – 834
2018
Q4 		$3K Buy
+25
New +$3.73K ﹤0.01% 597
2017
Q4 		– Sell
-136
Closed -$20K – 554
2017
Q3 		$20K Buy
+136
New +$19.1K ﹤0.01% 402
2017
Q1 		– Sell
-2
Closed – – 484
2016
Q4 		$0 Sell
2
-1,196
-100% -$153K ﹤0.01% 565
2016
Q3 		$149K Buy
1,198
+4
+0.3% +$486 0.01% 260
2016
Q2 		$137K Hold
1,194
– – 0.01% 266
2016
Q1 		$132K Sell
1,194
-8,403
-88% -$870K 0.01% 271
2015
Q4 		$1.08M Sell
9,597
-33,142
-78% -$3.82M 0.05% 187
2015
Q3 		$4.67M Buy
42,739
+77
+0.2% +$9.13K 0.2% 95
2015
Q2 		$5.33M Buy
42,662
+177
+0.4% +$22.1K 0.21% 93
2015
Q1 		$5.28M Sell
42,485
-272
-0.6% -$32.8K 0.2% 96
2014
Q4 		$5.12M Sell
42,757
-9,842
-19% -$1.13M 0.19% 100
2014
Q3 		$5.75M Sell
52,599
-25,794
-33% -$2.95M 0.22% 87
2014
Q2 		$9.31M Sell
78,393
-8,908
-10% -$1.01M 0.35% 71
2014
Q1 		$10.2M Buy
87,301
+15,040
+21% +$1.73M 0.39% 59
2013
Q4 		$8.34M Buy
72,261
+2,405
+3% +$266K 0.32% 71
2013
Q3 		$7.45M Buy
69,856
+2,046
+3% +$212K 0.3% 79
2013
Q2 		$6.58M Buy
+67,810
New +$6.48M 0.28% 84

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

Brinker Capital Investments's IWM Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares Russell 2000 ETF (IWM) stake by 7.6% in Q2 2026, selling an estimated $427K and leaving 18,561 shares worth $5.58M. The position accounts for 0.04% of the portfolio, ranked #361.

Brinker Capital Investments first reported a position in IWM in Q2 2013 and has held it in 43 quarters since. The position peaked at $15.9M in Q4 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Brinker Capital Investments held 18,561 shares of iShares Russell 2000 ETF worth $5.58M as of Q2 2026.
  • Brinker Capital Investments sold 1,519 iShares Russell 2000 ETF shares in Q2 2026, an estimated $427K.
  • iShares Russell 2000 ETF made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #361 holding.
  • Brinker Capital Investments first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 43 quarters since.
  • Brinker Capital Investments's iShares Russell 2000 ETF position peaked at $15.9M in Q4 2021.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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