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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Campion Asset Management's IWM Position: Q1 2026 in Review

Campion Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q1 2026, selling an estimated $24.2K and leaving 13,423 shares worth $3.33M. The position accounts for 2.26% of the portfolio, ranked #12.

Campion Asset Management first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.63M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Campion Asset Management held 13,423 shares of iShares Russell 2000 ETF worth $3.33M as of Q1 2026.
  • Campion Asset Management sold 94 iShares Russell 2000 ETF shares in Q1 2026, an estimated $24.2K.
  • iShares Russell 2000 ETF made up 2.26% of Campion Asset Management's portfolio in Q1 2026, its #12 holding.
  • Campion Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Campion Asset Management's iShares Russell 2000 ETF position peaked at $6.63M in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.