Catalina Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Catalina Capital 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 Q1	$434K	Buy	+1,750	New	+$451K	0.26%	77
2025 Q1	–	Sell	-1,143	Closed	-$253K	–	279
2024 Q4	$253K	Sell	1,143 -26	-2%	-$5.93K	0.08%	246
2024 Q3	$258K	Sell	1,169 -18	-2%	-$3.85K	0.09%	239
2024 Q2	$241K	Sell	1,187 -93	-7%	-$18.8K	0.09%	228
2024 Q1	$269K	Sell	1,280 -620	-33%	-$124K	0.11%	196
2023 Q4	$381K	Buy	+1,900	New	+$340K	0.26%	75

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Catalina Capital Group's IWM Position: Q1 2026 in Review

Catalina Capital Group opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,750 shares worth $434K. The stake represents 0.26% of the portfolio and ranks #77 among its holdings. This is a return to the name: Catalina Capital Group previously reported a position in IWM as recently as Q4 2024.

Catalina Capital Group first reported a position in IWM in Q4 2023 and has held it in 6 quarters since. 2,585 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Catalina Capital Group held 1,750 shares of iShares Russell 2000 ETF worth $434K as of Q1 2026.
iShares Russell 2000 ETF was a new Catalina Capital Group position in Q1 2026.
iShares Russell 2000 ETF made up 0.26% of Catalina Capital Group's portfolio in Q1 2026, its #77 holding.
Catalina Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 6 quarters since.
2,585 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.