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Cardinal Point Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cardinal Point Capital Management’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 		$554K Sell
1,845
-525
-22% -$148K 0.03% 174
2026
Q1 		$588K Hold
2,370
– – 0.04% 166
2025
Q4 		$583K Sell
2,370
-804
-25% -$198K 0.04% 144
2025
Q3 		$770K Buy
3,174
+894
+39% +$205K 0.05% 128
2025
Q2 		$492K Buy
+2,280
New +$459K 0.04% 146

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Cardinal Point Capital Management's IWM Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 22% in Q2 2026, selling an estimated $148K and leaving 1,845 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #174.

Cardinal Point Capital Management first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $770K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cardinal Point Capital Management held 1,845 shares of iShares Russell 2000 ETF worth $554K as of Q2 2026.
  • Cardinal Point Capital Management sold 525 iShares Russell 2000 ETF shares in Q2 2026, an estimated $148K.
  • iShares Russell 2000 ETF made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #174 holding.
  • Cardinal Point Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's iShares Russell 2000 ETF position peaked at $770K in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.