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

EMC 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	$38.7M	Buy	+128,970	New	+$36.2M	15.3%	3
2025 Q4	$4.59M	Buy	+18,658	New	+$4.59M	2.04%	7
2024 Q1	–	Sell	-30,400	Closed	-$6.1M	–	295
2023 Q4	$6.1M	Buy	30,400 +700	+2%	+$125K	4.08%	5
2023 Q3	$5.25M	Buy	+29,700	New	+$5.58M	3.85%	5
2022 Q4	–	Sell	-15,000	Closed	-$2.47M	–	302
2022 Q3	$2.47M	Buy	+15,000	New	+$2.74M	2.29%	5

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

EMC Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 128,970 shares worth $38.7M. The stake represents 15.3% of the portfolio and ranks #3 among its holdings. This is a return to the name: EMC Capital Management previously reported a position in IWM as recently as Q4 2025.

EMC Capital Management first reported a position in IWM in Q3 2022 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

EMC Capital Management held 128,970 shares of iShares Russell 2000 ETF worth $38.7M as of Q2 2026.
iShares Russell 2000 ETF was a new EMC Capital Management position in Q2 2026.
iShares Russell 2000 ETF made up 15.3% of EMC Capital Management's portfolio in Q2 2026, its #3 holding.
EMC Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on EMC Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.