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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s IWM Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 19,073 shares worth $4.73M. The stake represents 1.98% of the portfolio and ranks #17 among its holdings. This is a return to the name: Capstone Wealth Management Group (Pennsylvania) previously reported a position in IWM as recently as Q3 2025.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IWM in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.29M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 19,073 shares of iShares Russell 2000 ETF worth $4.73M as of Q1 2026.
  • iShares Russell 2000 ETF was a new Capstone Wealth Management Group (Pennsylvania) position in Q1 2026.
  • iShares Russell 2000 ETF made up 1.98% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #17 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 2 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares Russell 2000 ETF position peaked at $6.29M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.