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

Defender 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	$751K	Buy	+2,500	New	+$703K	0.24%	23
2026 Q1	–	Sell	-3,000	Closed	-$738K	–	36
2025 Q4	$738K	Buy	+3,000	New	+$738K	0.24%	22
2025 Q3	–	Sell	-3,000	Closed	-$647K	–	17
2025 Q2	$647K	Hold	3,000	–	–	0.22%	25
2025 Q1	$604K	Hold	3,000	–	–	0.24%	22
2024 Q4	$663K	Hold	3,000	–	–	0.24%	21
2024 Q3	$663K	Hold	3,000	–	–	0.22%	22
2024 Q2	$609K	Buy	3,000 +1,200	+67%	+$243K	0.21%	21
2024 Q1	$379K	Hold	1,800	–	–	0.13%	23
2023 Q4	$361K	Sell	1,800 -1,300	-42%	-$233K	0.13%	26
2023 Q3	$548K	Hold	3,100	–	–	0.2%	22
2023 Q2	$581K	Hold	3,100	–	–	0.2%	22
2023 Q1	$553K	Hold	3,100	–	–	0.19%	25
2022 Q4	$541K	Sell	3,100 -5,000	-62%	-$889K	0.22%	19
2022 Q3	$1.33M	Buy	8,100 +6,100	+305%	+$1.11M	0.52%	17
2022 Q2	$339K	Hold	2,000	–	–	0.13%	26
2022 Q1	$411K	Buy	+2,000	New	+$408K	0.14%	26

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Defender Capital's IWM Position: Q2 2026 in Review

Defender Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,500 shares worth $751K. The stake represents 0.24% of the portfolio and ranks #23 among its holdings. This is a return to the name: Defender Capital previously reported a position in IWM as recently as Q4 2025.

Defender Capital first reported a position in IWM in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.33M in Q3 2022. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Defender Capital held 2,500 shares of iShares Russell 2000 ETF worth $751K as of Q2 2026.
iShares Russell 2000 ETF was a new Defender Capital position in Q2 2026.
iShares Russell 2000 ETF made up 0.24% of Defender Capital's portfolio in Q2 2026, its #23 holding.
Defender Capital first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 16 quarters since.
Defender Capital's iShares Russell 2000 ETF position peaked at $1.33M in Q3 2022.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Defender Capital's 13F filing for Q2 2026, filed 9 Jul 2026.