Excalibur Management’s iShares Russell 2000 ETF IWM Stock Holding History

Excalibur 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	$1.44M	Sell	4,778 -12	-0.3%	-$3.37K	0.47%	62
2026 Q1	$1.19M	Buy	4,790 +73	+2%	+$18.8K	0.43%	66
2025 Q4	$1.16M	Sell	4,717 -371	-7%	-$91.2K	0.42%	66
2025 Q3	$1.23M	Sell	5,088 -281	-5%	-$64.5K	0.45%	62
2025 Q2	$1.16M	Buy	5,369 +223	+4%	+$44.9K	0.43%	65
2025 Q1	$1.03M	Buy	5,146 +171	+3%	+$37.1K	0.4%	69
2024 Q4	$1.1M	Buy	4,975 +364	+8%	+$83K	0.44%	65
2024 Q3	$1.02M	Buy	4,611 +821	+22%	+$176K	0.39%	72
2024 Q2	$769K	Buy	3,790 +2,103	+125%	+$425K	0.31%	83
2024 Q1	$355K	Buy	1,687 +308	+22%	+$61.4K	0.15%	118
2023 Q4	$277K	Buy	+1,379	New	+$247K	0.13%	131

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Excalibur Management's IWM Position: Q2 2026 in Review

Excalibur Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.25% in Q2 2026, selling an estimated $3.37K and leaving 4,778 shares worth $1.44M. The position accounts for 0.47% of the portfolio, ranked #62.

Excalibur Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Excalibur Management held 4,778 shares of iShares Russell 2000 ETF worth $1.44M as of Q2 2026.
Excalibur Management sold 12 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.37K.
iShares Russell 2000 ETF made up 0.47% of Excalibur Management's portfolio in Q2 2026, its #62 holding.
Excalibur Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.