Capital Squared Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Squared Financial’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	$232K	Buy	+771	New	+$217K	0.15%	82

Other funds holding IWM

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Capital Squared Financial's IWM Position: Q2 2026 in Review

Capital Squared Financial opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 771 shares worth $232K. The stake represents 0.15% of the portfolio and ranks #82 among its holdings.

936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Capital Squared Financial held 771 shares of iShares Russell 2000 ETF worth $232K as of Q2 2026.
iShares Russell 2000 ETF was a new Capital Squared Financial position in Q2 2026.
iShares Russell 2000 ETF made up 0.15% of Capital Squared Financial's portfolio in Q2 2026, its #82 holding.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.