CIAS
IWM icon

Capital Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Investment Advisory 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 		$3.76M Sell
12,529
-23,388
-65% -$6.57M 0.23% 103
2026
Q1 		$8.91M Sell
35,917
-1,234
-3% -$318K 0.65% 33
2025
Q4 		$9.15M Buy
37,151
+8,350
+29% +$2.05M 0.65% 35
2025
Q3 		$6.97M Sell
28,801
-2,851
-9% -$654K 0.55% 41
2025
Q2 		$6.83M Sell
31,652
-1,851
-6% -$372K 0.56% 40
2025
Q1 		$6.68M Buy
33,503
+22,357
+201% +$4.85M 0.6% 35
2024
Q4 		$2.46M Sell
11,146
-304
-3% -$69.3K 0.24% 94
2024
Q3 		$2.53M Sell
11,450
-1,390
-11% -$297K 0.24% 96
2024
Q2 		$2.61M Sell
12,840
-20,070
-61% -$4.06M 0.27% 86
2024
Q1 		$6.92M Sell
32,910
-55,197
-63% -$11M 0.74% 23
2023
Q4 		$17.7M Buy
88,107
+83,241
+1,711% +$14.9M 1.64% 7
2023
Q3 		$860K Sell
4,866
-345
-7% -$64.8K 0.08% 202
2023
Q2 		$976K Sell
5,211
-30
-0.6% -$5.35K 0.1% 178
2023
Q1 		$935K Buy
5,241
+1,010
+24% +$186K 0.11% 171
2022
Q4 		$738K Buy
4,231
+266
+7% +$47.3K 0.09% 208
2022
Q3 		$654K Sell
3,965
-324
-8% -$59.1K 0.08% 209
2022
Q2 		$726K Buy
4,289
+386
+10% +$71.2K 0.09% 199
2022
Q1 		$801K Sell
3,903
-1,266
-24% -$258K 0.09% 203
2021
Q4 		$1.15M Sell
5,169
-126
-2% -$28.5K 0.14% 155
2021
Q3 		$1.16M Buy
5,295
+1,454
+38% +$322K 0.15% 141
2021
Q2 		$881K Hold
3,841
– – 0.11% 183
2021
Q1 		$849K Sell
3,841
-245
-6% -$53.5K 0.12% 169
2020
Q4 		$801K Buy
4,086
+1,486
+57% +$260K 0.12% 174
2020
Q3 		$389K Buy
2,600
+37
+1% +$5.57K 0.07% 243
2020
Q2 		$367K Sell
2,563
-220
-8% -$28.9K 0.07% 222
2020
Q1 		$319K Buy
2,783
+1,411
+103% +$210K 0.08% 221
2019
Q4 		$227K Sell
1,372
-1,887
-58% -$298K 0.06% 277
2019
Q3 		$493K Sell
3,259
-9
-0.3% -$1.37K 0.14% 148
2019
Q2 		$502K Buy
3,268
+312
+11% +$48.1K 0.15% 139
2019
Q1 		$453K Sell
2,956
-50
-2% -$7.51K 0.17% 121
2018
Q4 		$403K Buy
3,006
+305
+11% +$45.5K 0.17% 119
2018
Q3 		$455K Sell
2,701
-476
-15% -$80.4K 0.21% 115
2018
Q2 		$520K Buy
+3,177
New +$508K 0.26% 97

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 Investment Advisory Services's IWM Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 65% in Q2 2026, selling an estimated $6.57M and leaving 12,529 shares worth $3.76M. The position accounts for 0.23% of the portfolio, ranked #103.

Capital Investment Advisory Services first reported a position in IWM in Q2 2018 and has held it in 33 quarters since. The position peaked at $17.7M in Q4 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Capital Investment Advisory Services held 12,529 shares of iShares Russell 2000 ETF worth $3.76M as of Q2 2026.
  • Capital Investment Advisory Services sold 23,388 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.57M.
  • iShares Russell 2000 ETF made up 0.23% of Capital Investment Advisory Services's portfolio in Q2 2026, its #103 holding.
  • Capital Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 33 quarters since.
  • Capital Investment Advisory Services's iShares Russell 2000 ETF position peaked at $17.7M in Q4 2023.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.