Caldwell Sutter Capital
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Caldwell Sutter Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Caldwell Sutter 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
2026
Q3 		$173K Buy
621
+1
+0.2% +$294 0.06% 237
2026
Q2 		$186K Sell
620
-4
-0.6% -$1.12K 0.07% 231
2026
Q1 		$155K Hold
624
– – 0.06% 245
2025
Q4 		$154K Sell
624
-6
-1% -$1.48K 0.07% 242
2025
Q3 		$152K Sell
630
-6
-0.9% -$1.38K 0.07% 243
2025
Q2 		$137K Sell
636
-89
-12% -$17.9K 0.06% 244
2025
Q1 		$145K Buy
725
+90
+14% +$19.5K 0.07% 235
2024
Q4 		$140K Hold
635
– – 0.07% 241
2024
Q3 		$140K Buy
635
+1
+0.2% +$214 0.07% 246
2024
Q2 		$129K Hold
634
– – 0.06% 243
2024
Q1 		$133K Buy
634
+60
+10% +$12K 0.06% 245
2023
Q4 		$115K Buy
574
+1
+0.2% +$179 0.06% 253
2023
Q3 		$101K Hold
573
– – 0.06% 254
2023
Q2 		$107K Buy
573
+396
+224% +$70.6K 0.06% 240
2023
Q1 		$31.6K Buy
177
+27
+18% +$4.97K 0.02% 297
2022
Q4 		$26.2K Buy
+150
New +$26.7K 0.02% 209

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Caldwell Sutter Capital's IWM Position: Q3 2026 in Review

Caldwell Sutter Capital increased its iShares Russell 2000 ETF (IWM) stake by 0.16% in Q3 2026, buying an estimated $294 and bringing the position to 621 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #237.

Caldwell Sutter Capital first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $186K in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Caldwell Sutter Capital held 621 shares of iShares Russell 2000 ETF worth $173K as of Q3 2026.
  • Caldwell Sutter Capital bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
  • iShares Russell 2000 ETF made up 0.06% of Caldwell Sutter Capital's portfolio in Q3 2026, its #237 holding.
  • Caldwell Sutter Capital first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's iShares Russell 2000 ETF position peaked at $186K in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.