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

Fairview Capital Investment 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	$434K	Hold	1,443	–	–	0.02%	147
2026 Q1	$358K	Sell	1,443 -140	-9%	-$36.1K	0.02%	150
2025 Q4	$390K	Sell	1,583 -10	-0.6%	-$2.46K	0.02%	130
2025 Q3	$385K	Hold	1,593	–	–	0.02%	131
2025 Q2	$344K	Sell	1,593 -10	-0.6%	-$2.01K	0.02%	130
2025 Q1	$320K	Hold	1,603	–	–	0.02%	137
2024 Q4	$354K	Hold	1,603	–	–	0.02%	130
2024 Q3	$354K	Hold	1,603	–	–	0.02%	127
2024 Q2	$325K	Sell	1,603 -310	-16%	-$62.6K	0.02%	120
2024 Q1	$402K	Sell	1,913 -85	-4%	-$17K	0.02%	126
2023 Q4	$401K	Buy	1,998 +23	+1%	+$4.12K	0.02%	119
2023 Q3	$349K	Sell	1,975 -625	-24%	-$117K	0.02%	122
2023 Q2	$487K	Hold	2,600	–	–	0.03%	107
2023 Q1	$464K	Buy	2,600 +770	+42%	+$142K	0.03%	109
2022 Q4	$319K	Hold	1,830	–	–	0.02%	120
2022 Q3	$301K	Sell	1,830 -100	-5%	-$18.2K	0.02%	114
2022 Q2	$326K	Hold	1,930	–	–	0.02%	113
2022 Q1	$396K	Sell	1,930 -318	-14%	-$64.9K	0.02%	103
2021 Q4	$500K	Buy	+2,248	New	+$508K	0.03%	96
2021 Q3	–	Sell	-895	Closed	-$205K	–	128
2021 Q2	$205K	Buy	+895	New	+$201K	0.01%	123
2019 Q1	–	Sell	-1,839	Closed	-$246K	–	145
2018 Q4	$246K	Sell	1,839 -986	-35%	-$147K	0.01%	127
2018 Q3	$476K	Hold	2,825	–	–	0.03%	96
2018 Q2	$463K	Buy	2,825 +1,067	+61%	+$171K	0.03%	95
2018 Q1	$266K	Hold	1,758	–	–	0.02%	109
2017 Q4	$268K	Sell	1,758 -275	-14%	-$41.3K	0.02%	104
2017 Q3	$301K	Hold	2,033	–	–	0.02%	96
2017 Q2	$286K	Hold	2,033	–	–	0.02%	94
2017 Q1	$279K	Hold	2,033	–	–	0.02%	80
2016 Q4	$274K	Buy	+2,033	New	+$260K	0.02%	77

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

Fairview Capital Investment Management's IWM Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,443 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #147.

Fairview Capital Investment Management first reported a position in IWM in Q4 2016 and has held it in 29 quarters since. The position peaked at $500K in Q4 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fairview Capital Investment Management held 1,443 shares of iShares Russell 2000 ETF worth $434K as of Q2 2026.
Fairview Capital Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Fairview Capital Investment Management's portfolio in Q2 2026, its #147 holding.
Fairview Capital Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 29 quarters since.
Fairview Capital Investment Management's iShares Russell 2000 ETF position peaked at $500K in Q4 2021.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.