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

Burns Matteson 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	$262K	Buy	871 +28	+3%	+$7.87K	0.08%	168
2026 Q1	$209K	Hold	843	–	–	0.08%	186
2025 Q4	$208K	Hold	843	–	–	0.07%	186
2025 Q3	$204K	Hold	843	–	–	0.08%	187
2025 Q2	$182K	Sell	843 -7	-0.8%	-$1.41K	0.09%	175
2025 Q1	$170K	Buy	+850	New	+$184K	0.09%	166
2024 Q4	–	Sell	-1,214	Closed	-$268K	–	177
2024 Q3	$268K	Hold	1,214	–	–	0.15%	127
2024 Q2	$246K	Hold	1,214	–	–	0.15%	125
2024 Q1	$255K	Sell	1,214 -9,258	-88%	-$1.85M	0.17%	126
2023 Q4	$2.1M	Sell	10,472 -7,012	-40%	-$1.26M	1.48%	15
2023 Q3	$3.09M	Buy	+17,484	New	+$3.28M	1.97%	14
2021 Q4	–	Sell	-960	Closed	-$210K	–	143
2021 Q3	$210K	Buy	+960	New	+$213K	0.16%	118

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

Burns Matteson Capital Management's IWM Position: Q2 2026 in Review

Burns Matteson Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q2 2026, buying an estimated $7.87K and bringing the position to 871 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #168.

Burns Matteson Capital Management first reported a position in IWM in Q3 2021 and has held it in 12 quarters since. The position peaked at $3.09M in Q3 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Burns Matteson Capital Management held 871 shares of iShares Russell 2000 ETF worth $262K as of Q2 2026.
Burns Matteson Capital Management bought 28 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.87K.
iShares Russell 2000 ETF made up 0.08% of Burns Matteson Capital Management's portfolio in Q2 2026, its #168 holding.
Burns Matteson Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 12 quarters since.
Burns Matteson Capital Management's iShares Russell 2000 ETF position peaked at $3.09M in Q3 2023.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.