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Cape Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Cape Investment Advisory’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 		$112K Buy
+373
New +$105K 0.03% 323
2026
Q1 		– Sell
-320
Closed -$78.7K – 702
2025
Q4 		$78.7K Buy
+320
New +$78.7K 0.02% 337
2025
Q3 		– Sell
-371
Closed -$80.1K – 1013
2025
Q2 		$80.1K Buy
371
+70
+23% +$14.1K 0.03% 297
2025
Q1 		$60.1K Buy
301
+26
+9% +$5.64K 0.02% 313
2024
Q4 		$60.8K Buy
275
+34
+14% +$7.75K 0.02% 307
2024
Q3 		$53.3K Buy
241
+16
+7% +$3.42K 0.02% 315
2024
Q2 		$45.7K Sell
225
-447
-67% -$90.3K 0.02% 306
2024
Q1 		$141K Sell
672
-155
-19% -$30.9K 0.07% 176
2023
Q4 		$166K Buy
827
+469
+131% +$84K 0.08% 165
2023
Q3 		$63.4K Sell
358
-322
-47% -$60.5K 0.04% 262
2023
Q2 		$127K Buy
680
+71
+12% +$12.7K 0.07% 179
2023
Q1 		$109K Buy
+609
New +$112K 0.07% 185

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Cape Investment Advisory's IWM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 373 shares worth $112K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IWM as recently as Q4 2025.

Cape Investment Advisory first reported a position in IWM in Q1 2023 and has held it in 12 quarters since. The position peaked at $166K in Q4 2023. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cape Investment Advisory held 373 shares of iShares Russell 2000 ETF worth $112K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #323 holding.
  • Cape Investment Advisory first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's iShares Russell 2000 ETF position peaked at $166K in Q4 2023.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.