CC
IWM icon

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

Cultivar 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 		$988K Buy
3,290
+41
+1% +$11.5K 0.64% 12
2026
Q1 		$806K Buy
3,249
+36
+1% +$9.29K 0.51% 14
2025
Q4 		$791K Sell
3,213
-55
-2% -$13.5K 0.51% 16
2025
Q3 		$791K Buy
3,268
+65
+2% +$14.9K 0.53% 14
2025
Q2 		$691K Buy
3,203
+138
+5% +$27.8K 0.5% 14
2025
Q1 		$611K Buy
3,065
+29
+1% +$6.29K 0.49% 14
2024
Q4 		$671K Buy
3,036
+3
+0.1% +$684 0.59% 13
2024
Q3 		$670K Sell
3,033
-15
-0.5% -$3.21K 0.55% 13
2024
Q2 		$618K Buy
3,048
+15
+0.5% +$3.03K 0.52% 14
2024
Q1 		$638K Buy
3,033
+43
+1% +$8.58K 0.54% 14
2023
Q4 		$600K Buy
+2,990
New +$536K 0.53% 15

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

Cultivar Capital's IWM Position: Q2 2026 in Review

Cultivar Capital increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,290 shares worth $988K. The position accounts for 0.64% of the portfolio, ranked #12.

Cultivar Capital first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cultivar Capital held 3,290 shares of iShares Russell 2000 ETF worth $988K as of Q2 2026.
  • Cultivar Capital bought 41 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.5K.
  • iShares Russell 2000 ETF made up 0.64% of Cultivar Capital's portfolio in Q2 2026, its #12 holding.
  • Cultivar Capital first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.