Capital Insight Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Insight Partners’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	–	Sell	-837	Closed	-$206K	–	57
2025 Q4	$206K	Sell	837 -213	-20%	-$52.4K	0.04%	134
2025 Q3	$254K	Hold	1,050	–	–	0.04%	150
2025 Q2	$227K	Hold	1,050	–	–	0.04%	158
2025 Q1	$209K	Sell	1,050 -75	-7%	-$16.3K	0.04%	154
2024 Q4	$249K	Hold	1,125	–	–	0.04%	148
2024 Q3	$249K	Hold	1,125	–	–	0.04%	148
2024 Q2	$228K	Hold	1,125	–	–	0.04%	150
2024 Q1	$237K	Hold	1,125	–	–	0.04%	157
2023 Q4	$226K	Buy	+1,125	New	+$202K	0.05%	157
2023 Q3	–	Sell	-1,125	Closed	-$211K	–	164
2023 Q2	$211K	Hold	1,125	–	–	0.05%	165
2023 Q1	$201K	Buy	+1,125	New	+$207K	0.05%	163
2022 Q3	–	Sell	-1,188	Closed	-$201K	–	150
2022 Q2	$201K	Hold	1,188	–	–	0.05%	153
2022 Q1	$244K	Sell	1,188 -68	-5%	-$13.9K	0.05%	156
2021 Q4	$279K	Buy	1,256 +43	+4%	+$9.72K	0.06%	136
2021 Q3	$265K	Sell	1,213 -105	-8%	-$23.3K	0.06%	140
2021 Q2	$302K	Hold	1,318	–	–	0.07%	137
2021 Q1	$291K	Hold	1,318	–	–	0.07%	134
2020 Q4	$258K	Buy	+1,318	New	+$231K	0.06%	135

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capital Insight Partners's IWM Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 837 shares — an estimated $206K sold.

Capital Insight Partners first reported a position in IWM in Q4 2020 and held it in 18 quarters. The position peaked at $302K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Capital Insight Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 837 iShares Russell 2000 ETF shares in Q1 2026, an estimated $206K.
Capital Insight Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 18 quarters.
Capital Insight Partners's iShares Russell 2000 ETF position peaked at $302K in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.