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Capital Analysts LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Analysts LLC’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 		$688K Buy
2,776
+42
+2% +$10.8K 0.02% 393
2025
Q4 		$673K Sell
2,734
-60
-2% -$14.8K 0.02% 379
2025
Q3 		$676K Sell
2,794
-14
-0.5% -$3.21K 0.02% 373
2025
Q2 		$606K Buy
2,808
+272
+11% +$54.7K 0.02% 360
2025
Q1 		$506K Buy
2,536
+1,327
+110% +$288K 0.02% 362
2024
Q4 		$267K Buy
1,209
+423
+54% +$96.4K 0.01% 438
2024
Q3 		$173K Buy
786
+6
+0.8% +$1.28K 0.01% 493
2024
Q2 		$158K Buy
780
+285
+58% +$57.6K 0.01% 490
2024
Q1 		$104K Buy
495
+1
+0.2% +$199 ﹤0.01% 541
2023
Q4 		$99K Sell
494
-141
-22% -$25.3K 0.01% 531
2023
Q3 		$113K Sell
635
-15
-2% -$2.82K 0.01% 463
2023
Q2 		$122K Sell
650
-123
-16% -$21.9K 0.01% 438
2023
Q1 		$138K Buy
773
+371
+92% +$68.3K 0.01% 422
2022
Q4 		$70K Buy
402
+189
+89% +$33.6K ﹤0.01% 563
2022
Q3 		$35K Buy
213
+27
+15% +$4.92K ﹤0.01% 630
2022
Q2 		$31K Sell
186
-19
-9% -$3.5K ﹤0.01% 640
2022
Q1 		$42K Hold
205
– – ﹤0.01% 576
2021
Q4 		$46K Sell
205
-23
-10% -$5.2K ﹤0.01% 587
2021
Q3 		$50K Hold
228
– – ﹤0.01% 573
2021
Q2 		$52K Buy
228
+1
+0.4% +$225 ﹤0.01% 555
2021
Q1 		$50K Buy
227
+130
+134% +$28.4K ﹤0.01% 591
2020
Q4 		$19K Sell
97
-2,202
-96% -$385K ﹤0.01% 523
2020
Q3 		$344K Buy
2,299
+2,162
+1,578% +$325K 0.03% 225
2020
Q2 		$20K Hold
137
– – ﹤0.01% 472
2020
Q1 		$16K Sell
137
-430
-76% -$64.1K ﹤0.01% 472
2019
Q4 		$94K Buy
567
+174
+44% +$27.5K 0.01% 306
2019
Q3 		$59K Buy
393
+18
+5% +$2.75K 0.01% 360
2019
Q2 		$58K Sell
375
-294
-44% -$45.3K 0.01% 349
2019
Q1 		$102K Sell
669
-2,900
-81% -$436K 0.01% 263
2018
Q4 		$478K Buy
3,569
+3,012
+541% +$449K 0.06% 163
2018
Q3 		$94K Sell
557
-91
-14% -$15.4K 0.01% 250
2018
Q2 		$106K Hold
648
– – 0.01% 243
2018
Q1 		$98K Buy
648
+31
+5% +$4.79K 0.01% 244
2017
Q4 		$94K Hold
617
– – 0.01% 249
2017
Q3 		$91K Sell
617
-117
-16% -$16.5K 0.01% 253
2017
Q2 		$103K Buy
734
+117
+19% +$16.2K 0.01% 235
2017
Q1 		$84.8K Hold
617
– – 0.01% 226
2016
Q4 		$83K Buy
617
+100
+19% +$12.8K 0.01% 234
2016
Q3 		$64.2K Hold
517
– – 0.01% 243
2016
Q2 		$59.4K Hold
517
– – 0.01% 246
2016
Q1 		$57.2K Sell
517
-47,600
-99% -$4.93M 0.01% 257
2015
Q4 		$5.42M Buy
48,117
+817
+2% +$94.2K 1.1% 15
2015
Q3 		$5.17M Buy
47,300
+2,485
+6% +$295K 0.99% 22
2015
Q2 		$5.6M Sell
44,815
-709
-2% -$88.6K 1.14% 14
2015
Q1 		$5.66M Sell
45,524
-371
-0.8% -$44.7K 1.18% 14
2014
Q4 		$5.49M Buy
45,895
+6,913
+18% +$791K 1.21% 14
2014
Q3 		$4.26M Buy
38,982
+1,060
+3% +$121K 1% 16
2014
Q2 		$4.51M Buy
37,922
+3,064
+9% +$348K 1.1% 15
2014
Q1 		$4.06M Sell
34,858
-2,872
-8% -$331K 1.06% 15
2013
Q4 		$4.35M Buy
37,730
+470
+1% +$51.9K 1.18% 15
2013
Q3 		$3.97M Buy
37,260
+468
+1% +$48.4K 1.19% 16
2013
Q2 		$3.57M Buy
+36,792
New +$3.51M 1.13% 16

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

Capital Analysts LLC's IWM Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $10.8K and bringing the position to 2,776 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #393.

Capital Analysts LLC first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.66M in Q1 2015. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Capital Analysts LLC held 2,776 shares of iShares Russell 2000 ETF worth $688K as of Q1 2026.
  • Capital Analysts LLC bought 42 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.8K.
  • iShares Russell 2000 ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #393 holding.
  • Capital Analysts LLC first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's iShares Russell 2000 ETF position peaked at $5.66M in Q1 2015.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.