CCG
IWM icon

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

Coastwise 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
Q2 		$918K Sell
3,057
-214
-7% -$60.1K 0.53% 46
2026
Q1 		$811K Sell
3,271
-5
-0.2% -$1.29K 0.45% 47
2025
Q4 		$806K Buy
3,276
+11
+0.3% +$2.7K 0.4% 57
2025
Q3 		$790K Buy
3,265
+286
+10% +$65.6K 0.56% 48
2025
Q2 		$643K Sell
2,979
-215
-7% -$43.3K 0.51% 50
2025
Q1 		$637K Sell
3,194
-190
-6% -$41.2K 0.54% 52
2024
Q4 		$748K Buy
3,384
+400
+13% +$91.2K 0.6% 43
2024
Q3 		$659K Buy
2,984
+706
+31% +$151K 0.54% 53
2024
Q2 		$462K Buy
2,278
+981
+76% +$198K 0.44% 62
2024
Q1 		$273K Buy
1,297
+27
+2% +$5.39K 0.25% 93
2023
Q4 		$255K Buy
1,270
+134
+12% +$24K 0.26% 92
2023
Q3 		$201K Sell
1,136
-100
-8% -$18.8K 0.23% 106
2023
Q2 		$231K Buy
1,236
+1
+0.1% +$178 0.26% 99
2023
Q1 		$220K Sell
1,235
-8
-0.6% -$1.47K 0.25% 98
2022
Q4 		$217K Buy
+1,243
New +$221K 0.26% 97
2022
Q3 		– Sell
-1,338
Closed -$227K – 99
2022
Q2 		$227K Sell
1,338
-94
-7% -$17.3K 0.28% 92
2022
Q1 		$294K Buy
+1,432
New +$292K 0.37% 77

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

Coastwise Capital Group's IWM Position: Q2 2026 in Review

Coastwise Capital Group reduced its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q2 2026, selling an estimated $60.1K and leaving 3,057 shares worth $918K. The position accounts for 0.53% of the portfolio, ranked #46.

Coastwise Capital Group first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Coastwise Capital Group held 3,057 shares of iShares Russell 2000 ETF worth $918K as of Q2 2026.
  • Coastwise Capital Group sold 214 iShares Russell 2000 ETF shares in Q2 2026, an estimated $60.1K.
  • iShares Russell 2000 ETF made up 0.53% of Coastwise Capital Group's portfolio in Q2 2026, its #46 holding.
  • Coastwise Capital Group first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.