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

Buckhead 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	$720K	Hold	2,396	–	–	0.25%	79
2026 Q1	$594K	Hold	2,396	–	–	0.22%	79
2025 Q4	$590K	Buy	2,396 +1,087	+83%	+$267K	0.21%	78
2025 Q3	$317K	Sell	1,309 -15	-1%	-$3.44K	0.12%	111
2025 Q2	$286K	Hold	1,324	–	–	0.11%	110
2025 Q1	$264K	Sell	1,324 -10	-0.7%	-$2.17K	0.08%	113
2024 Q4	$295K	Hold	1,334	–	–	0.09%	105
2024 Q3	$295K	Buy	1,334 +100	+8%	+$21.4K	0.09%	107
2024 Q2	$250K	Buy	1,234 +234	+23%	+$47.3K	0.08%	112
2024 Q1	$210K	Hold	1,000	–	–	0.07%	117
2023 Q4	$201K	Buy	+1,000	New	+$179K	0.07%	117
2022 Q2	–	Sell	-1,000	Closed	-$205K	–	134
2022 Q1	$205K	Hold	1,000	–	–	0.04%	138
2021 Q4	$222K	Hold	1,000	–	–	0.05%	139
2021 Q3	$219K	Hold	1,000	–	–	0.05%	138
2021 Q2	$229K	Hold	1,000	–	–	0.05%	137
2021 Q1	$221K	Buy	+1,000	New	+$218K	0.05%	136

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

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

Buckhead Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,396 shares worth $720K. The position accounts for 0.25% of the portfolio, ranked #79.

Buckhead Capital Management first reported a position in IWM in Q1 2021 and has held it in 16 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Buckhead Capital Management held 2,396 shares of iShares Russell 2000 ETF worth $720K as of Q2 2026.
Buckhead Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.25% of Buckhead Capital Management's portfolio in Q2 2026, its #79 holding.
Buckhead Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 16 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.