Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Fund Management (CFM)’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
2025
Q2 		– Sell
-19,198
Closed -$3.86M – 2425
2025
Q1 		$3.83M Buy
+19,198
New +$4.16M 0.01% 1141
2022
Q1 		– Sell
-16,421
Closed -$3.35M – 1617
2021
Q4 		$3.65M Buy
+16,421
New +$3.71M 0.03% 761
2020
Q2 		– Sell
-3,279
Closed -$430K – 1296
2020
Q1 		$375K Sell
3,279
-96,833
-97% -$14.4M 0.01% 1146
2019
Q4 		$16.6M Buy
+100,112
New +$15.8M 0.13% 201
2019
Q2 		– Sell
-90,521
Closed -$14M – 1764
2019
Q1 		$13.9M Sell
90,521
-40,038
-31% -$6.02M 0.12% 238
2018
Q4 		$17.5M Buy
+130,559
New +$19.5M 0.15% 162
2018
Q1 		– Sell
-29,862
Closed -$4.61M – 2004
2017
Q4 		$4.55M Sell
29,862
-534,792
-95% -$80.3M 0.03% 704
2017
Q3 		$83.7M Buy
564,654
+444,346
+369% +$62.5M 0.6% 25
2017
Q2 		$17M Buy
+120,308
New +$16.7M 0.14% 203
2016
Q4 		– Sell
-72,062
Closed -$9.21M – 1757
2016
Q3 		$8.95M Buy
+72,062
New +$8.76M 0.08% 298
2016
Q2 		– Sell
-124,662
Closed -$14.1M – 1641
2016
Q1 		$13.8M Sell
124,662
-785,599
-86% -$81.3M 0.13% 199
2015
Q4 		$102M Buy
+910,261
New +$105M 1.05% 4
2015
Q3 		– Sell
-403,640
Closed -$47.9M – 1525
2015
Q2 		$50.4M Sell
403,640
-379,470
-48% -$47.4M 0.64% 15
2015
Q1 		$97.4M Sell
783,110
-147,307
-16% -$17.8M 1.33% 1
2014
Q4 		$111M Buy
930,417
+820,456
+746% +$93.8M 1.32% 1
2014
Q3 		$12M Sell
109,961
-725,646
-87% -$83M 0.13% 183
2014
Q2 		$99.3M Buy
835,607
+295,895
+55% +$33.6M 1.05% 3
2014
Q1 		$62.8M Sell
539,712
-712,013
-57% -$82.1M 0.77% 6
2013
Q4 		$144M Buy
1,251,725
+831,264
+198% +$91.8M 1.79% 3
2013
Q3 		$44.8M Buy
420,461
+118,039
+39% +$12.2M 0.62% 17
2013
Q2 		$29.4M Buy
+302,422
New +$28.9M 0.45% 19

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 Fund Management (CFM)'s IWM Position: Q2 2025 in Review

Capital Fund Management (CFM) sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 19,198 shares — an estimated $3.86M sold.

Capital Fund Management (CFM) first reported a position in IWM in Q2 2013 and held it in 21 quarters. The position peaked at $144M in Q4 2013. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Capital Fund Management (CFM) reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 19,198 iShares Russell 2000 ETF shares in Q2 2025, an estimated $3.86M.
  • Capital Fund Management (CFM) first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 21 quarters.
  • Capital Fund Management (CFM)'s iShares Russell 2000 ETF position peaked at $144M in Q4 2013.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2025, filed 13 Aug 2025.