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Campion Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Campion Asset 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 		$3.99M Sell
13,276
-147
-1% -$41.3K 2.43% 12
2026
Q1 		$3.33M Sell
13,423
-94
-0.7% -$24.2K 2.26% 12
2025
Q4 		$3.33M Sell
13,517
-1,925
-12% -$473K 2.31% 12
2025
Q3 		$3.74M Sell
15,442
-524
-3% -$120K 2.65% 12
2025
Q2 		$3.45M Buy
15,966
+83
+0.5% +$16.7K 2.59% 11
2025
Q1 		$3.17M Sell
15,883
-222
-1% -$48.2K 2.45% 11
2024
Q4 		$3.56M Sell
16,105
-1,006
-6% -$229K 2.69% 10
2024
Q3 		$3.78M Sell
17,111
-564
-3% -$121K 2.78% 11
2024
Q2 		$3.59M Sell
17,675
-213
-1% -$43K 2.82% 10
2024
Q1 		$3.76M Sell
17,888
-114
-0.6% -$22.7K 2.91% 9
2023
Q4 		$3.61M Sell
18,002
-135
-0.7% -$24.2K 3.06% 9
2023
Q3 		$3.21M Sell
18,137
-65
-0.4% -$12.2K 2.96% 9
2023
Q2 		$3.41M Sell
18,202
-27
-0.1% -$4.81K 3.04% 10
2023
Q1 		$3.25M Buy
18,229
+80
+0.4% +$14.7K 3.07% 9
2022
Q4 		$3.16M Sell
18,149
-373
-2% -$66.3K 3.11% 9
2022
Q3 		$3.06M Hold
18,522
– – 3.23% 9
2022
Q2 		$3.14M Sell
18,522
-1,381
-7% -$255K 3.1% 10
2022
Q1 		$4.08M Sell
19,903
-278
-1% -$56.7K 3.48% 6
2021
Q4 		$4.49M Sell
20,181
-606
-3% -$137K 3.72% 6
2021
Q3 		$4.55M Sell
20,787
-2,293
-10% -$508K 4.05% 6
2021
Q2 		$5.29M Sell
23,080
-6,905
-23% -$1.55M 4.4% 6
2021
Q1 		$6.63M Buy
+29,985
New +$6.55M 5.01% 5

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

Campion Asset Management's IWM Position: Q2 2026 in Review

Campion Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $41.3K and leaving 13,276 shares worth $3.99M. The position accounts for 2.43% of the portfolio, ranked #12.

Campion Asset Management first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.63M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Campion Asset Management held 13,276 shares of iShares Russell 2000 ETF worth $3.99M as of Q2 2026.
  • Campion Asset Management sold 147 iShares Russell 2000 ETF shares in Q2 2026, an estimated $41.3K.
  • iShares Russell 2000 ETF made up 2.43% of Campion Asset Management's portfolio in Q2 2026, its #12 holding.
  • Campion Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Campion Asset Management's iShares Russell 2000 ETF position peaked at $6.63M in Q1 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.