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

Courier 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 		$15.4M Sell
51,176
-173
-0.3% -$48.6K 0.77% 27
2026
Q1 		$12.7M Buy
51,349
+475
+0.9% +$123K 0.71% 31
2025
Q4 		$12.5M Buy
50,874
+183
+0.4% +$45K 0.7% 31
2025
Q3 		$12.3M Buy
50,691
+224
+0.4% +$51.4K 0.7% 29
2025
Q2 		$10.9M Buy
50,467
+117
+0.2% +$23.5K 0.66% 32
2025
Q1 		$10M Buy
50,350
+266
+0.5% +$57.7K 0.66% 34
2024
Q4 		$11.1M Sell
50,084
-7,794
-13% -$1.78M 0.76% 27
2024
Q3 		$12.8M Sell
57,878
-278
-0.5% -$59.5K 0.88% 22
2024
Q2 		$11.8M Buy
58,156
+11
+0% +$2.22K 0.94% 20
2024
Q1 		$12.2M Sell
58,145
-32
-0.1% -$6.38K 0.88% 26
2023
Q4 		$11.7M Sell
58,177
-233
-0.4% -$41.7K 0.89% 26
2023
Q3 		$10.3M Buy
58,410
+2
+0% +$375 0.86% 30
2023
Q2 		$10.9M Buy
58,408
+236
+0.4% +$42.1K 0.86% 28
2023
Q1 		$10.4M Buy
58,172
+1,404
+2% +$259K 1.15% 18
2022
Q4 		$9.9M Buy
56,768
+99
+0.2% +$17.6K 1.14% 20
2022
Q3 		$9.35M Buy
56,669
+29
+0.1% +$5.29K 1.16% 18
2022
Q2 		$9.59M Sell
56,640
-20
-0% -$3.69K 1.12% 19
2022
Q1 		$11.6M Buy
56,660
+221
+0.4% +$45.1K 1.16% 19
2021
Q4 		$12.6M Sell
56,439
-5,881
-9% -$1.33M 1.17% 19
2021
Q3 		$13.6M Sell
62,320
-113
-0.2% -$25.1K 1.3% 17
2021
Q2 		$14.3M Sell
62,433
-23
-0% -$5.17K 1.36% 14
2021
Q1 		$13.8M Buy
62,456
+241
+0.4% +$52.6K 1.39% 15
2020
Q4 		$12.2M Sell
62,215
-133
-0.2% -$23.3K 1.32% 17
2020
Q3 		$10.2M Sell
62,348
-6,746
-10% -$1.01M 1.22% 18
2020
Q2 		$9.84M Buy
69,094
+306
+0.4% +$40.2K 1.27% 18
2020
Q1 		$8.1M Buy
68,788
+411
+0.6% +$61.3K 1.2% 20
2019
Q4 		$11.3M Buy
68,377
+6,169
+10% +$975K 1.33% 17
2019
Q3 		$9.19M Sell
62,208
-1,206
-2% -$184K 1.2% 18
2019
Q2 		$9.86M Buy
63,414
+354
+0.6% +$54.6K 1.26% 17
2019
Q1 		$9.65M Sell
63,060
-701
-1% -$105K 1.26% 17
2018
Q4 		$8.54M Buy
63,761
+496
+0.8% +$74K 1.25% 18
2018
Q3 		$10.7M Buy
63,265
+1,288
+2% +$217K 1.3% 17
2018
Q2 		$10.2M Sell
61,977
-323
-0.5% -$51.7K 1.31% 16
2018
Q1 		$9.46M Sell
62,300
-176
-0.3% -$27.2K 1.25% 16
2017
Q4 		$9.53M Buy
+62,476
New +$9.38M 1.22% 15
2017
Q3 		– Sell
-68,495
Closed -$9.65M – 289
2017
Q2 		$9.65M Sell
68,495
-2,565
-4% -$355K 1.65% 11
2017
Q1 		$9.77M Buy
71,060
+680
+1% +$92.9K 1.72% 11
2016
Q4 		$9.49M Buy
70,380
+1,410
+2% +$180K 1.81% 9
2016
Q3 		$8.57M Sell
68,970
-676
-1% -$82.2K 1.7% 8
2016
Q2 		$8.01M Sell
69,646
-170
-0.2% -$19.2K 1.6% 12
2016
Q1 		$7.72M Buy
69,816
+3,810
+6% +$394K 1.61% 11
2015
Q4 		$7.43M Buy
66,006
+13,426
+26% +$1.55M 1.6% 10
2015
Q3 		$2.65M Sell
52,580
-13,863
-21% -$1.64M 0.58% 41
2015
Q2 		$8.3M Buy
66,443
+2,379
+4% +$297K 1.67% 10
2015
Q1 		$7.97M Sell
64,064
-498
-0.8% -$60K 1.57% 12
2014
Q4 		$7.72M Buy
64,562
+235
+0.4% +$26.9K 1.55% 12
2014
Q3 		$7.03M Buy
64,327
+233
+0.4% +$26.7K 1.42% 15
2014
Q2 		$7.62M Buy
64,094
+136
+0.2% +$15.4K 1.51% 14
2014
Q1 		$7.44M Sell
63,958
-299
-0.5% -$34.5K 1.53% 13
2013
Q4 		$7.41M Sell
64,257
-488
-0.8% -$53.9K 1.58% 14
2013
Q3 		$6.9M Buy
64,745
+1,225
+2% +$127K 1.58% 13
2013
Q2 		$6.16M Buy
+63,520
New +$6.07M 1.53% 12

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Courier Capital's IWM Position: Q2 2026 in Review

Courier Capital reduced its iShares Russell 2000 ETF (IWM) stake by 0.34% in Q2 2026, selling an estimated $48.6K and leaving 51,176 shares worth $15.4M. The position accounts for 0.77% of the portfolio, ranked #27.

Courier Capital first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 1,328 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Courier Capital held 51,176 shares of iShares Russell 2000 ETF worth $15.4M as of Q2 2026.
  • Courier Capital sold 173 iShares Russell 2000 ETF shares in Q2 2026, an estimated $48.6K.
  • iShares Russell 2000 ETF made up 0.77% of Courier Capital's portfolio in Q2 2026, its #27 holding.
  • Courier Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,328 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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