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Capital Performance Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Performance Advisors’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 		$407K Buy
3,808
+707
+23% +$182K 0.03% 250
2025
Q4 		$763K Buy
3,101
+487
+19% +$120K 0.05% 151
2025
Q3 		$633K Buy
2,614
+659
+34% +$151K 0.1% 103
2025
Q2 		$422K Sell
1,955
-2,253
-54% -$453K 0.08% 117
2025
Q1 		$542K Buy
4,208
+2,258
+116% +$490K 0.12% 94
2024
Q4 		$431K Sell
1,950
-1,197
-38% -$273K 0.14% 67
2024
Q3 		$433K Buy
3,147
+1,203
+62% +$257K 0.13% 57
2024
Q2 		$394K Buy
1,944
+3
+0.2% +$606 0.15% 54
2024
Q1 		$408K Buy
1,941
+2
+0.1% +$399 0.16% 52
2023
Q4 		$389K Buy
1,939
+8
+0.4% +$1.43K 0.17% 44
2023
Q3 		$341K Hold
1,931
– – 0.17% 40
2023
Q2 		$362K Buy
1,931
+3
+0.2% +$535 0.18% 38
2023
Q1 		$344K Buy
1,928
+3
+0.2% +$552 0.18% 34
2022
Q4 		$336K Buy
+1,925
New +$342K 0.19% 33

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 Performance Advisors's IWM Position: Q1 2026 in Review

Capital Performance Advisors increased its iShares Russell 2000 ETF (IWM) stake by 23% in Q1 2026, buying an estimated $182K and bringing the position to 3,808 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #250.

Capital Performance Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $763K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Capital Performance Advisors held 3,808 shares of iShares Russell 2000 ETF worth $407K as of Q1 2026.
  • Capital Performance Advisors bought 707 iShares Russell 2000 ETF shares in Q1 2026, an estimated $182K.
  • iShares Russell 2000 ETF made up 0.03% of Capital Performance Advisors's portfolio in Q1 2026, its #250 holding.
  • Capital Performance Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Capital Performance Advisors's iShares Russell 2000 ETF position peaked at $763K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.