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Capital Developers’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Developers’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 		$291K Sell
1,174
-49
-4% -$12.6K 0.26% 45
2025
Q4 		$301K Buy
+1,223
New +$301K 0.27% 45

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital Developers's IWM Position: Q1 2026 in Review

Capital Developers reduced its iShares Russell 2000 ETF (IWM) stake by 4% in Q1 2026, selling an estimated $12.6K and leaving 1,174 shares worth $291K. The position accounts for 0.26% of the portfolio, ranked #45.

Capital Developers first reported a position in IWM in Q4 2025 and has held it in 2 quarters since. The position peaked at $301K in Q4 2025. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Capital Developers held 1,174 shares of iShares Russell 2000 ETF worth $291K as of Q1 2026.
  • Capital Developers sold 49 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.6K.
  • iShares Russell 2000 ETF made up 0.26% of Capital Developers's portfolio in Q1 2026, its #45 holding.
  • Capital Developers first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's iShares Russell 2000 ETF position peaked at $301K in Q4 2025.
  • 2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.