CWMGP
IWM icon

Capstone Wealth Management Group (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$6.18M Buy
20,562
+1,489
+8% +$418K 2.18% 15
2026
Q1 		$4.73M Buy
+19,073
New +$4.92M 1.98% 17
2025
Q4 		– Sell
-25,999
Closed -$6.29M – 86
2025
Q3 		$6.29M Buy
+25,999
New +$5.97M 2.66% 15

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 Wealth Management Group (Pennsylvania)'s IWM Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its iShares Russell 2000 ETF (IWM) stake by 7.8% in Q2 2026, buying an estimated $418K and bringing the position to 20,562 shares worth $6.18M. The position accounts for 2.18% of the portfolio, ranked #15.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IWM in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.29M in Q3 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 20,562 shares of iShares Russell 2000 ETF worth $6.18M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 1,489 iShares Russell 2000 ETF shares in Q2 2026, an estimated $418K.
  • iShares Russell 2000 ETF made up 2.18% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #15 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares Russell 2000 ETF position peaked at $6.29M in Q3 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.