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Capital Group Private Client Services’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Group Private Client Services’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 		$12.4M Buy
41,427
+1,208
+3% +$339K 0.18% 57
2026
Q1 		$9.97M Buy
40,219
+1,291
+3% +$333K 0.17% 67
2025
Q4 		$9.58M Buy
38,928
+3,154
+9% +$775K 0.15% 83
2025
Q3 		$8.66M Buy
35,774
+10,936
+44% +$2.51M 0.14% 90
2025
Q2 		$5.36M Buy
24,838
+7,640
+44% +$1.54M 0.05% 172
2025
Q1 		$3.43M Sell
17,198
-830
-5% -$180K 0.03% 183
2024
Q4 		$3.98M Buy
18,028
+48
+0.3% +$10.9K 0.04% 186
2024
Q3 		$3.97M Sell
17,980
-540
-3% -$116K 0.04% 184
2024
Q2 		$3.76M Buy
18,520
+1,750
+10% +$354K 0.04% 182
2024
Q1 		$3.53M Sell
16,770
-192
-1% -$38.3K 0.04% 181
2023
Q4 		$3.4M Buy
16,962
+4,779
+39% +$856K 0.04% 175
2023
Q3 		$2.15M Buy
12,183
+2,341
+24% +$439K 0.03% 180
2023
Q2 		$1.84M Buy
9,842
+524
+6% +$93.4K 0.02% 187
2023
Q1 		$1.66M Buy
9,318
+2,200
+31% +$405K 0.02% 182
2022
Q4 		$1.24M Sell
7,118
-1,465
-17% -$261K 0.02% 186
2022
Q3 		$1.42M Sell
8,583
-3,599
-30% -$656K 0.02% 183
2022
Q2 		$2.06M Buy
12,182
+8,253
+210% +$1.52M 0.03% 178
2022
Q1 		$807K Buy
3,929
+1,539
+64% +$314K 0.01% 199
2021
Q4 		$532K Sell
2,390
-2,780
-54% -$628K 0.01% 195
2021
Q3 		$1.13M Buy
+5,170
New +$1.15M 0.01% 179

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Group Private Client Services's IWM Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares Russell 2000 ETF (IWM) stake by 3% in Q2 2026, buying an estimated $339K and bringing the position to 41,427 shares worth $12.4M. The position accounts for 0.18% of the portfolio, ranked #57.

Capital Group Private Client Services first reported a position in IWM in Q3 2021 and has held it in 20 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Capital Group Private Client Services held 41,427 shares of iShares Russell 2000 ETF worth $12.4M as of Q2 2026.
  • Capital Group Private Client Services bought 1,208 iShares Russell 2000 ETF shares in Q2 2026, an estimated $339K.
  • iShares Russell 2000 ETF made up 0.18% of Capital Group Private Client Services's portfolio in Q2 2026, its #57 holding.
  • Capital Group Private Client Services first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.