CapWealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CapWealth 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 Q3	$211K	Buy	761 +26	+4%	+$7.64K	0.02%	112
2026 Q2	$221K	Buy	+735	New	+$207K	0.02%	109
2016 Q4	–	Sell	-74	Closed	-$9K	–	176
2016 Q3	$9K	Hold	74	–	–	﹤0.01%	218
2016 Q2	$9K	Sell	74 -726	-91%	-$81.9K	﹤0.01%	213
2016 Q1	$89K	Buy	+800	New	+$82.8K	0.02%	107
2015 Q3	–	Sell	-933	Closed	-$116K	–	286
2015 Q2	$116K	Hold	933	–	–	0.03%	98
2015 Q1	$116K	Buy	+933	New	+$112K	0.03%	100
2014 Q4	–	Sell	-933	Closed	-$102K	–	187
2014 Q3	$102K	Hold	933	–	–	0.02%	110
2014 Q2	$111K	Hold	933	–	–	0.03%	106
2014 Q1	$109K	Hold	933	–	–	0.03%	100
2013 Q4	$108K	Hold	933	–	–	0.03%	110
2013 Q3	$99K	Buy	+933	New	+$96.5K	0.03%	114

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

CapWealth Advisors's IWM Position: Q3 2026 in Review

CapWealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q3 2026, buying an estimated $7.64K and bringing the position to 761 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #112.

CapWealth Advisors first reported a position in IWM in Q3 2013 and has held it in 12 quarters since. The position peaked at $221K in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

CapWealth Advisors held 761 shares of iShares Russell 2000 ETF worth $211K as of Q3 2026.
CapWealth Advisors bought 26 iShares Russell 2000 ETF shares in Q3 2026, an estimated $7.64K.
iShares Russell 2000 ETF made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #112 holding.
CapWealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 12 quarters since.
CapWealth Advisors's iShares Russell 2000 ETF position peaked at $221K in Q2 2026.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.