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

Campbell 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
2025 Q3	–	Sell	-9,973	Closed	-$2.15M	–	52
2025 Q2	$2.15M	Buy	+9,973	New	+$2.01M	0.84%	29
2024 Q2	–	Sell	-14,000	Closed	-$2.94M	–	58
2024 Q1	$2.94M	Hold	14,000	–	–	1.3%	23
2023 Q4	$2.81M	Buy	+14,000	New	+$2.51M	1.32%	24
2023 Q2	$3.73M	Buy	+19,900	New	+$3.55M	2.09%	16
2022 Q1	–	Sell	-10,000	Closed	-$2.22M	–	43
2021 Q4	$2.22M	Buy	+10,000	New	+$2.26M	0.92%	25

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Campbell Capital Management's IWM Position: Q3 2025 in Review

Campbell Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 9,973 shares — an estimated $2.15M sold.

Campbell Capital Management first reported a position in IWM in Q4 2021 and held it in 5 quarters. The position peaked at $3.73M in Q2 2023. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Campbell Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Campbell Capital Management sold 9,973 iShares Russell 2000 ETF shares in Q3 2025, an estimated $2.15M.
Campbell Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 5 quarters.
Campbell Capital Management's iShares Russell 2000 ETF position peaked at $3.73M in Q2 2023.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Campbell Capital Management's 13F filing for Q3 2025, filed 19 Nov 2025.