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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CapWealth Advisors's IWM Position: Q2 2026 in Review

CapWealth Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 735 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings. This is a return to the name: CapWealth Advisors previously reported a position in IWM as recently as Q3 2016.

CapWealth Advisors first reported a position in IWM in Q3 2013 and has held it in 11 quarters since. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

CapWealth Advisors held 735 shares of iShares Russell 2000 ETF worth $221K as of Q2 2026.
iShares Russell 2000 ETF was a new CapWealth Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of CapWealth Advisors's portfolio in Q2 2026, its #109 holding.
CapWealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 11 quarters since.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.