Capitol Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Capitol Family Office’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	$6.44M	Buy	21,447 +7,203	+51%	+$2.02M	6.81%	3
2026 Q1	$3.51M	Hold	14,244	–	–	4.14%	4
2025 Q4	$3.51M	Buy	14,244 +3,213	+29%	+$790K	4.14%	4
2025 Q3	$2.67M	Buy	11,031 +1,407	+15%	+$323K	3.24%	6
2025 Q2	$2.08M	Sell	9,624 -563	-6%	-$113K	2.71%	8
2025 Q1	$2.03M	Sell	10,187 -33,272	-77%	-$7.22M	2.88%	8
2024 Q4	$9.6M	Sell	43,459 -1,581	-4%	-$360K	12.82%	2
2024 Q3	$9.95M	Buy	45,040 +234	+0.5%	+$50.1K	12.32%	2
2024 Q2	$9.09M	Sell	44,806 -2,154	-5%	-$435K	12.16%	2
2024 Q1	$9.88M	Buy	46,960 +10,370	+28%	+$2.07M	12.78%	2
2023 Q4	$7.34M	Buy	36,590 +377	+1%	+$67.5K	12.37%	2
2023 Q3	$6.4M	Buy	+36,213	New	+$6.8M	12.05%	2

Other funds holding IWM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

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

MRC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Capitol Family Office's IWM Position: Q2 2026 in Review

Capitol Family Office increased its iShares Russell 2000 ETF (IWM) stake by 51% in Q2 2026, buying an estimated $2.02M and bringing the position to 21,447 shares worth $6.44M. The position accounts for 6.81% of the portfolio, ranked #3.

Capitol Family Office first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.95M in Q3 2024. 1,630 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Capitol Family Office held 21,447 shares of iShares Russell 2000 ETF worth $6.44M as of Q2 2026.
Capitol Family Office bought 7,203 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.02M.
iShares Russell 2000 ETF made up 6.81% of Capitol Family Office's portfolio in Q2 2026, its #3 holding.
Capitol Family Office first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
Capitol Family Office's iShares Russell 2000 ETF position peaked at $9.95M in Q3 2024.
1,630 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.