Castellan Group’s iShares Russell 2000 ETF IWM Stock Holding History

Castellan Group’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	$690K	Buy	+2,297	New	+$645K	0.08%	34
2023 Q2	–	Sell	-3,300	Closed	-$589K	–	64
2023 Q1	$589K	Hold	3,300	–	–	0.4%	55
2022 Q4	$575K	Sell	3,300 -700	-18%	-$124K	0.4%	53
2022 Q3	$660K	Sell	4,000 -3,500	-47%	-$638K	0.51%	54
2022 Q2	$1.27M	Sell	7,500 -56	-0.7%	-$10.3K	1.01%	47
2022 Q1	$1.55M	Sell	7,556 -2,912	-28%	-$594K	1.08%	49
2021 Q4	$2.33M	Buy	10,468 +368	+4%	+$83.2K	1.61%	25
2021 Q3	$2.21M	Sell	10,100 -500	-5%	-$111K	1.14%	24
2021 Q2	$2.43M	Hold	10,600	–	–	1.02%	18
2021 Q1	$2.34M	Buy	+10,600	New	+$2.31M	1.25%	15

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

Castellan Group's IWM Position: Q2 2026 in Review

Castellan Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,297 shares worth $690K. The stake represents 0.08% of the portfolio and ranks #34 among its holdings. This is a return to the name: Castellan Group previously reported a position in IWM as recently as Q1 2023.

Castellan Group first reported a position in IWM in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.43M in Q2 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Castellan Group held 2,297 shares of iShares Russell 2000 ETF worth $690K as of Q2 2026.
iShares Russell 2000 ETF was a new Castellan Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Castellan Group's portfolio in Q2 2026, its #34 holding.
Castellan Group first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 10 quarters since.
Castellan Group's iShares Russell 2000 ETF position peaked at $2.43M in Q2 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.