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
2026
Q1 		$9.92M Sell
40,000
-253,600
-86% -$65.4M 0.04% 556
2025
Q4 		$72.3M Buy
293,600
+149,500
+104% +$36.8M 0.2% 92
2025
Q3 		$34.9M Buy
144,100
+122,300
+561% +$28.1M 0.09% 298
2025
Q2 		$4.7M Sell
21,800
-2,400
-10% -$483K 0.01% 1175
2025
Q1 		$4.83M Sell
24,200
-30,100
-55% -$6.53M 0.01% 1021
2024
Q4 		$12M Buy
+54,300
New +$12.4M 0.03% 673
2024
Q3 		– Sell
-84,100
Closed -$17.1M – 2060
2024
Q2 		$17.1M Buy
+84,100
New +$17M 0.05% 468
2024
Q1 		– Sell
-106,200
Closed -$21.3M – 2125
2023
Q4 		$21.3M Buy
106,200
+3,900
+4% +$699K 0.06% 429
2023
Q3 		$18.1M Buy
102,300
+82,600
+419% +$15.5M 0.06% 391
2023
Q2 		$3.69M Sell
19,700
-60,400
-75% -$10.8M 0.02% 965
2023
Q1 		$14.3M Buy
80,100
+61,900
+340% +$11.4M 0.07% 387
2022
Q4 		$3.17M Sell
18,200
-345,800
-95% -$61.5M 0.02% 791
2022
Q3 		$60M Buy
364,000
+183,800
+102% +$33.5M 0.47% 33
2022
Q2 		$30.5M Buy
180,200
+71,900
+66% +$13.3M 0.28% 73
2022
Q1 		$22.2M Buy
+108,300
New +$22.1M 0.18% 144
2021
Q4 		– Sell
-144,600
Closed -$31.6M – 1718
2021
Q3 		$31.6M Buy
144,600
+120,500
+500% +$26.7M 0.23% 101
2021
Q2 		$5.53M Sell
24,100
-400
-2% -$89.9K 0.04% 529
2021
Q1 		$5.41M Buy
24,500
+11,900
+94% +$2.6M 0.06% 392
2020
Q4 		$2.47M Sell
12,600
-114,700
-90% -$20.1M 0.02% 714
2020
Q3 		$19.1M Buy
127,300
+108,600
+581% +$16.3M 0.24% 117
2020
Q2 		$2.68M Sell
18,700
-23,500
-56% -$3.08M 0.04% 420
2020
Q1 		$4.83M Buy
42,200
+21,100
+100% +$3.15M 0.07% 315
2019
Q4 		$3.5M Buy
21,100
+6,800
+48% +$1.07M 0.03% 657
2019
Q3 		$2.16M Sell
14,300
-11,600
-45% -$1.77M 0.02% 756
2019
Q2 		$4.03M Sell
25,900
-132,500
-84% -$20.4M 0.04% 578
2019
Q1 		$24.2M Sell
158,400
-210,600
-57% -$31.6M 0.22% 129
2018
Q4 		$49.4M Buy
369,000
+311,400
+541% +$46.5M 0.44% 36
2018
Q3 		$9.71M Sell
57,600
-146,500
-72% -$24.7M 0.05% 506
2018
Q2 		$33.4M Buy
204,100
+15,100
+8% +$2.42M 0.17% 169
2018
Q1 		$28.7M Buy
189,000
+164,000
+656% +$25.3M 0.17% 159
2017
Q4 		$3.81M Sell
25,000
-56,100
-69% -$8.43M 0.02% 755
2017
Q3 		$12M Sell
81,100
-48,800
-38% -$6.87M 0.09% 281
2017
Q2 		$18.3M Buy
129,900
+5,200
+4% +$720K 0.15% 190
2017
Q1 		$17.1M Sell
124,700
-132,300
-51% -$18.1M 0.14% 180
2016
Q4 		$34.7M Buy
257,000
+229,100
+821% +$29.3M 0.3% 90
2016
Q3 		$3.46M Sell
27,900
-89,300
-76% -$10.9M 0.03% 579
2016
Q2 		$13.5M Sell
117,200
-301,000
-72% -$34M 0.13% 200
2016
Q1 		$46.3M Buy
418,200
+404,100
+2,866% +$41.8M 0.45% 49
2015
Q4 		$1.59M Sell
14,100
-1,550,200
-99% -$179M 0.02% 746
2015
Q3 		$171M Buy
1,564,300
+1,349,200
+627% +$160M 1.91% 3
2015
Q2 		$26.9M Sell
215,100
-52,700
-20% -$6.58M 0.34% 68
2015
Q1 		$33.3M Buy
267,800
+16,100
+6% +$1.94M 0.45% 36
2014
Q4 		$30.1M Sell
251,700
-982,600
-80% -$112M 0.36% 62
2014
Q3 		$135M Buy
+1,234,300
New +$141M 1.51% 4
2014
Q2 		– Sell
-522,800
Closed -$60.8M – 1798
2014
Q1 		$60.8M Sell
522,800
-237,800
-31% -$27.4M 0.74% 7
2013
Q4 		$87.7M Buy
760,600
+585,400
+334% +$64.7M 1.08% 5
2013
Q3 		$18.7M Sell
175,200
-55,700
-24% -$5.76M 0.26% 79
2013
Q2 		$22.4M Buy
+230,900
New +$22.1M 0.34% 35

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.