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Chicago Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Chicago Capital’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 		$1.25M Sell
4,164
-33
-0.8% -$9.27K 0.03% 178
2026
Q1 		$1.04M Sell
4,197
-17
-0.4% -$4.38K 0.03% 192
2025
Q4 		$1.04M Sell
4,214
-2,472
-37% -$608K 0.03% 192
2025
Q3 		$1.62M Sell
6,686
-76
-1% -$17.4K 0.04% 151
2025
Q2 		$1.46M Sell
6,762
-98
-1% -$19.7K 0.04% 157
2025
Q1 		$1.37M Buy
6,860
+1
+0% +$217 0.04% 151
2024
Q4 		$1.52M Sell
6,859
-29
-0.4% -$6.61K 0.04% 138
2024
Q3 		$1.52M Buy
6,888
+26
+0.4% +$5.56K 0.04% 136
2024
Q2 		$1.39M Sell
6,862
-131
-2% -$26.5K 0.04% 140
2024
Q1 		$1.47M Sell
6,993
-88
-1% -$17.6K 0.04% 138
2023
Q4 		$1.42M Sell
7,081
-106
-1% -$19K 0.05% 128
2023
Q3 		$1.27M Buy
7,187
+337
+5% +$63.3K 0.06% 91
2023
Q2 		$1.28M Sell
6,850
-56
-0.8% -$9.98K 0.06% 95
2023
Q1 		$1.23M Sell
6,906
-92
-1% -$16.9K 0.06% 96
2022
Q4 		$1.22M Buy
6,998
+168
+2% +$29.9K 0.07% 96
2022
Q3 		$1.13M Sell
6,830
-53
-0.8% -$9.67K 0.07% 98
2022
Q2 		$1.17M Buy
6,883
+505
+8% +$93.1K 0.06% 104
2022
Q1 		$1.31M Buy
6,378
+2
+0% +$408 0.06% 104
2021
Q4 		$1.42M Sell
6,376
-887
-12% -$200K 0.05% 101
2021
Q3 		$1.59M Buy
7,263
+1,994
+38% +$442K 0.06% 91
2021
Q2 		$1.21M Buy
5,269
+39
+0.7% +$8.77K 0.05% 107
2021
Q1 		$1.16M Buy
5,230
+142
+3% +$31K 0.05% 104
2020
Q4 		$997K Sell
5,088
-207
-4% -$36.2K 0.04% 111
2020
Q3 		$793K Sell
5,295
-865
-14% -$130K 0.04% 123
2020
Q2 		$882K Sell
6,160
-75
-1% -$9.84K 0.05% 116
2020
Q1 		$714K Sell
6,235
-1,828
-23% -$273K 0.06% 112
2019
Q4 		$1.34M Sell
8,063
-90
-1% -$14.2K 0.08% 98
2019
Q3 		$1.23M Hold
8,153
– – 0.08% 100
2019
Q2 		$1.27M Buy
8,153
+82
+1% +$12.6K 0.08% 97
2019
Q1 		$1.24M Buy
8,071
+29
+0.4% +$4.36K 0.08% 98
2018
Q4 		$1.08M Hold
8,042
– – 0.09% 95
2018
Q3 		$1.35M Sell
8,042
-5
-0.1% -$844 0.09% 87
2018
Q2 		$1.32M Buy
8,047
+5,319
+195% +$851K 0.11% 89
2018
Q1 		$414K Buy
+2,728
New +$421K 0.06% 114

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

Chicago Capital's IWM Position: Q2 2026 in Review

Chicago Capital reduced its iShares Russell 2000 ETF (IWM) stake by 0.79% in Q2 2026, selling an estimated $9.27K and leaving 4,164 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #178.

Chicago Capital first reported a position in IWM in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.62M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Chicago Capital held 4,164 shares of iShares Russell 2000 ETF worth $1.25M as of Q2 2026.
  • Chicago Capital sold 33 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.27K.
  • iShares Russell 2000 ETF made up 0.03% of Chicago Capital's portfolio in Q2 2026, its #178 holding.
  • Chicago Capital first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 34 quarters since.
  • Chicago Capital's iShares Russell 2000 ETF position peaked at $1.62M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.