Capstone Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.7M | Buy |
+68,994
| New | +$19.4M | 0.04% | 207 |
|
|
2026
Q1 | – | Sell |
-184,760
| Closed | -$47.7M | – | 1727 |
|
|
2025
Q4 | $45.5M | Buy |
184,760
+50,431
| +38% | +$12.4M | 0.09% | 104 |
|
|
2025
Q3 | $32.5M | Sell |
134,329
-48,460
| -27% | -$11.1M | 0.06% | 142 |
|
|
2025
Q2 | $39.4M | Sell |
182,789
-14,089
| -7% | -$2.84M | 0.1% | 84 |
|
|
2025
Q1 | $39.3M | Buy |
196,878
+22,233
| +13% | +$4.82M | 0.1% | 94 |
|
|
2024
Q4 | $38.6M | Sell |
174,645
-8,592
| -5% | -$1.96M | 0.09% | 126 |
|
|
2024
Q3 | $40.5M | Buy |
183,237
+4,307
| +2% | +$922K | 0.12% | 111 |
|
|
2024
Q2 | $36.3M | Buy |
178,930
+87,520
| +96% | +$17.7M | 0.11% | 116 |
|
|
2024
Q1 | $19.2M | Buy |
+91,410
| New | +$18.2M | 0.07% | 180 |
|
|
2023
Q4 | – | Sell |
-161,183
| Closed | -$28.9M | – | 2248 |
|
|
2023
Q3 | $28.5M | Sell |
161,183
-23,993
| -13% | -$4.5M | 0.13% | 106 |
|
|
2023
Q2 | $34.7M | Sell |
185,176
-99,996
| -35% | -$17.8M | 0.17% | 77 |
|
|
2023
Q1 | $50.9M | Buy |
+285,172
| New | +$52.5M | 0.26% | 39 |
|
|
2022
Q4 | – | Sell |
-57,961
| Closed | -$10.3M | – | 1588 |
|
|
2022
Q3 | $9.56M | Sell |
57,961
-5,962
| -9% | -$1.09M | 0.06% | 245 |
|
|
2022
Q2 | $10.8M | Buy |
63,923
+56,412
| +751% | +$10.4M | 0.05% | 249 |
|
|
2022
Q1 | $1.54M | Sell |
7,511
-305,588
| -98% | -$62.3M | ﹤0.01% | 1171 |
|
|
2021
Q4 | $69.6M | Buy |
313,099
+172,163
| +122% | +$38.9M | 0.12% | 145 |
|
|
2021
Q3 | $30.8M | Buy |
140,936
+128,406
| +1,025% | +$28.5M | 0.06% | 301 |
|
|
2021
Q2 | $2.87M | Sell |
12,530
-82,758
| -87% | -$18.6M | 0.01% | 899 |
|
|
2021
Q1 | $21.1M | Sell |
95,288
-8,730
| -8% | -$1.91M | 0.06% | 288 |
|
|
2020
Q4 | $20.4M | Buy |
+104,018
| New | +$18.2M | 0.07% | 235 |
|
|
2020
Q3 | – | Sell |
-10,451
| Closed | -$1.57M | – | 1425 |
|
|
2020
Q2 | $1.5M | Buy |
+10,451
| New | +$1.37M | 0.01% | 797 |
|
|
2019
Q3 | – | Sell |
-33,335
| Closed | -$5.09M | – | 1404 |
|
|
2019
Q2 | $5.18M | Buy |
+33,335
| New | +$5.14M | 0.04% | 445 |
|
|
2019
Q1 | – | Sell |
-601
| Closed | -$90.3K | – | 1325 |
|
|
2018
Q4 | $80K | Buy |
+601
| New | +$89.7K | ﹤0.01% | 1152 |
|
|
2018
Q3 | – | Sell |
-163,216
| Closed | -$27.6M | – | 1321 |
|
|
2018
Q2 | $26.7M | Buy |
163,216
+154,185
| +1,707% | +$24.7M | 0.41% | 44 |
|
|
2018
Q1 | $1.37M | Sell |
9,031
-6,589
| -42% | -$1.02M | 0.03% | 224 |
|
|
2017
Q4 | $2.38M | Sell |
15,620
-8,381
| -35% | -$1.26M | 0.07% | 152 |
|
|
2017
Q3 | $3.56M | Buy |
24,001
+20,001
| +500% | +$2.81M | 0.12% | 126 |
|
|
2017
Q2 | $563K | Buy |
4,000
+3,000
| +300% | +$415K | 0.02% | 405 |
|
|
2017
Q1 | $137K | Sell |
1,000
-999
| -50% | -$136K | ﹤0.01% | 809 |
|
|
2016
Q4 | $269K | Buy |
+1,999
| New | +$255K | 0.01% | 758 |
|
|
2015
Q1 | – | Sell |
-6,151
| Closed | -$735K | – | 305 |
|
|
2014
Q4 | $735K | Buy |
+6,151
| New | +$703K | 0.01% | 276 |
|
Other funds holding IWM
Capstone Investment Advisors's IWM Position: Q2 2026 in Review
Capstone Investment Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 68,994 shares worth $20.7M. The stake represents 0.04% of the portfolio and ranks #207 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in IWM as recently as Q4 2025.
Capstone Investment Advisors first reported a position in IWM in Q4 2014 and has held it in 31 quarters since. The position peaked at $69.6M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Capstone Investment Advisors held 68,994 shares of iShares Russell 2000 ETF worth $20.7M as of Q2 2026.
- iShares Russell 2000 ETF was a new Capstone Investment Advisors position in Q2 2026.
- iShares Russell 2000 ETF made up 0.04% of Capstone Investment Advisors's portfolio in Q2 2026, its #207 holding.
- Capstone Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 31 quarters since.
- Capstone Investment Advisors's iShares Russell 2000 ETF position peaked at $69.6M in Q4 2021.
- 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.