Capstone Investment Advisors
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Capstone Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Capstone Investment 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
Q2 		$673M Buy
2,240,000
+2,037,100
+1,004% +$572M 1.25% 15
2026
Q1 		$50.3M Buy
202,900
+80,400
+66% +$20.7M 0.09% 88
2025
Q4 		$30.2M Buy
122,500
+111,500
+1,014% +$27.4M 0.06% 136
2025
Q3 		$2.66M Buy
+11,000
New +$2.52M 0.01% 661
2025
Q2 		– Sell
-306,800
Closed -$61.2M – 1668
2025
Q1 		$61.2M Sell
306,800
-201,400
-40% -$43.7M 0.16% 65
2024
Q4 		$112M Buy
+508,200
New +$116M 0.27% 44
2024
Q3 		– Sell
-17,500
Closed -$3.55M – 2063
2024
Q2 		$3.55M Sell
17,500
-57,500
-77% -$11.6M 0.01% 547
2024
Q1 		$15.8M Sell
75,000
-25,000
-25% -$4.99M 0.06% 210
2023
Q4 		$20.1M Buy
100,000
+94,600
+1,752% +$16.9M 0.06% 205
2023
Q3 		$954K Buy
+5,400
New +$1.01M ﹤0.01% 999
2022
Q2 		– Sell
-33,400
Closed -$6.86M – 1976
2022
Q1 		$6.86M Sell
33,400
-364,200
-92% -$74.3M 0.02% 597
2021
Q4 		$88.4M Sell
397,600
-187,400
-32% -$42.3M 0.15% 121
2021
Q3 		$128M Buy
585,000
+526,900
+907% +$117M 0.25% 75
2021
Q2 		$13.3M Sell
58,100
-513,000
-90% -$115M 0.03% 450
2021
Q1 		$126M Buy
571,100
+502,000
+726% +$110M 0.37% 49
2020
Q4 		$13.5M Buy
69,100
+34,100
+97% +$5.97M 0.05% 325
2020
Q3 		$5.24M Buy
+35,000
New +$5.27M 0.03% 505
2019
Q4 		– Sell
-211,900
Closed -$32.1M – 1420
2019
Q3 		$32.1M Sell
211,900
-72,300
-25% -$11M 0.22% 98
2019
Q2 		$44.2M Sell
284,200
-453,900
-61% -$70M 0.32% 69
2019
Q1 		$113M Buy
+738,100
New +$111M 1.04% 14
2017
Q4 		– Sell
-50,000
Closed -$7.41M – 570
2017
Q3 		$7.41M Buy
+50,000
New +$7.04M 0.26% 77
2017
Q2 		– Sell
-132,800
Closed -$18.3M – 785
2017
Q1 		$18.3M Buy
132,800
+90,800
+216% +$12.4M 0.46% 48
2016
Q4 		$5.66M Buy
+42,000
New +$5.37M 0.18% 112
2016
Q1 		– Sell
-350,000
Closed -$39.4M – 708
2015
Q4 		$39.4M Buy
+350,000
New +$40.4M 1.05% 20
2013
Q3 		– Sell
-40,000
Closed -$3.89M – 526
2013
Q2 		$3.89M Buy
+40,000
New +$3.82M 0.04% 170

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

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.