CCM
IWM icon

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

Canal 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 		$741K Sell
2,465
-13
-0.5% -$3.65K 0.09% 114
2026
Q1 		$615K Buy
2,478
+1
+0% +$258 0.08% 115
2025
Q4 		$610K Buy
2,477
+2
+0.1% +$492 0.09% 105
2025
Q3 		$599K Buy
2,475
+3
+0.1% +$688 0.09% 105
2025
Q2 		$534K Buy
2,472
+353
+17% +$71K 0.08% 108
2025
Q1 		$423K Buy
2,119
+413
+24% +$89.6K 0.07% 110
2024
Q4 		$377K Buy
1,706
+5
+0.3% +$1.14K 0.06% 127
2024
Q3 		$376K Buy
1,701
+5
+0.3% +$1.07K 0.06% 120
2024
Q2 		$344K Buy
1,696
+4
+0.2% +$808 0.06% 123
2024
Q1 		$356K Buy
1,692
+47
+3% +$9.38K 0.06% 119
2023
Q4 		$330K Buy
1,645
+136
+9% +$24.4K 0.06% 128
2023
Q3 		$267K Hold
1,509
– – 0.05% 128
2023
Q2 		$283K Buy
1,509
+4
+0.3% +$713 0.06% 130
2023
Q1 		$269K Buy
1,505
+5
+0.3% +$921 0.06% 130
2022
Q4 		$262K Buy
1,500
+7
+0.5% +$1.25K 0.06% 138
2022
Q3 		$246K Buy
1,493
+7
+0.5% +$1.28K 0.07% 125
2022
Q2 		$252K Sell
1,486
-1,397
-48% -$258K 0.08% 127
2022
Q1 		$592K Buy
2,883
+103
+4% +$21K 0.16% 88
2021
Q4 		$618K Buy
2,780
+5
+0.2% +$1.13K 0.15% 87
2021
Q3 		$607K Buy
2,775
+4
+0.1% +$887 0.17% 83
2021
Q2 		$636K Sell
2,771
-21
-0.8% -$4.72K 0.18% 87
2021
Q1 		$617K Buy
2,792
+26
+0.9% +$5.68K 0.21% 85
2020
Q4 		$542K Buy
2,766
+4
+0.1% +$700 0.2% 86
2020
Q3 		$414K Buy
2,762
+5
+0.2% +$752 0.18% 89
2020
Q2 		$395K Buy
2,757
+4
+0.1% +$525 0.19% 87
2020
Q1 		$315K Buy
2,753
+6
+0.2% +$895 0.18% 84
2019
Q4 		$455K Buy
2,747
+5
+0.2% +$790 0.23% 79
2019
Q3 		$415K Sell
2,742
-56
-2% -$8.55K 0.25% 83
2019
Q2 		$435K Buy
2,798
+65
+2% +$10K 0.26% 80
2019
Q1 		$418K Sell
2,733
-213
-7% -$32K 0.27% 77
2018
Q4 		$395K Sell
2,946
-71
-2% -$10.6K 0.27% 87
2018
Q3 		$508K Buy
3,017
+104
+4% +$17.6K 0.29% 79
2018
Q2 		$477K Hold
2,913
– – 0.27% 89
2018
Q1 		$442K Sell
2,913
-499
-15% -$77.1K 0.25% 89
2017
Q4 		$520K Buy
3,412
+7
+0.2% +$1.05K 0.29% 77
2017
Q3 		$505K Hold
3,405
– – 0.3% 78
2017
Q2 		$480K Buy
3,405
+90
+3% +$12.5K 0.3% 80
2017
Q1 		$456K Sell
3,315
-469
-12% -$64.1K 0.31% 71
2016
Q4 		$510K Buy
3,784
+1,514
+67% +$193K 0.41% 55
2016
Q3 		$282K Buy
2,270
+18
+0.8% +$2.19K 0.26% 60
2016
Q2 		$259K Hold
2,252
– – 0.27% 56
2016
Q1 		$249K Sell
2,252
-3,076
-58% -$318K 0.25% 67
2015
Q4 		$600K Buy
+5,328
New +$615K 0.54% 51

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Canal Capital Management's IWM Position: Q2 2026 in Review

Canal Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.52% in Q2 2026, selling an estimated $3.65K and leaving 2,465 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #114.

Canal Capital Management first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Canal Capital Management held 2,465 shares of iShares Russell 2000 ETF worth $741K as of Q2 2026.
  • Canal Capital Management sold 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Russell 2000 ETF made up 0.09% of Canal Capital Management's portfolio in Q2 2026, its #114 holding.
  • Canal Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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