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Collar Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Collar Capital Management’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 		$315K Sell
1,048
-408
-28% -$115K 0.19% 64
2026
Q1 		$361K Sell
1,456
-335
-19% -$86.4K 0.23% 63
2025
Q4 		$441K Sell
1,791
-10
-0.6% -$2.46K 0.29% 62
2025
Q3 		$436K Hold
1,801
– – 0.31% 61
2025
Q2 		$389K Buy
1,801
+30
+2% +$6.04K 0.33% 57
2025
Q1 		$353K Hold
1,771
– – 0.32% 59
2024
Q4 		$391K Buy
+1,771
New +$404K 0.33% 63

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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Collar Capital Management's IWM Position: Q2 2026 in Review

Collar Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 28% in Q2 2026, selling an estimated $115K and leaving 1,048 shares worth $315K. The position accounts for 0.19% of the portfolio, ranked #64.

Collar Capital Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Collar Capital Management held 1,048 shares of iShares Russell 2000 ETF worth $315K as of Q2 2026.
  • Collar Capital Management sold 408 iShares Russell 2000 ETF shares in Q2 2026, an estimated $115K.
  • iShares Russell 2000 ETF made up 0.19% of Collar Capital Management's portfolio in Q2 2026, its #64 holding.
  • Collar Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Collar Capital Management's iShares Russell 2000 ETF position peaked at $441K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Collar Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.