CCG
IWM icon

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

Ceeto 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 		– Sell
-352
Closed -$87K – 176
2025
Q4 		$87K Hold
352
– – 0.03% 185
2025
Q3 		$85K Hold
352
– – 0.02% 182
2025
Q2 		$76K Hold
352
– – 0.03% 172
2025
Q1 		$70K Hold
352
– – 0.03% 172
2024
Q4 		$78K Buy
+352
New +$80.3K 0.03% 172

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ceeto Capital Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 352 shares — an estimated $87K sold.

Ceeto Capital Group first reported a position in IWM in Q4 2024 and held it in 5 quarters. The position peaked at $87K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Ceeto Capital Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Ceeto Capital Group sold 352 iShares Russell 2000 ETF shares in Q1 2026, an estimated $87K.
  • Ceeto Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 5 quarters.
  • Ceeto Capital Group's iShares Russell 2000 ETF position peaked at $87K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Ceeto Capital Group's 13F filing for Q1 2026, filed 14 May 2026.