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

Fell 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
Q3 		$791K Hold
2,845
– – 0.68% 45
2026
Q2 		$855K Hold
2,845
– – 0.72% 42
2026
Q1 		$706K Hold
2,845
– – 0.67% 47
2025
Q4 		$700K Buy
+2,845
New +$699K 0.68% 51

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Fell Capital Management's IWM Position: Q3 2026 in Review

Fell Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,845 shares worth $791K. The position accounts for 0.68% of the portfolio, ranked #45.

Fell Capital Management first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $855K in Q2 2026. 339 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Fell Capital Management held 2,845 shares of iShares Russell 2000 ETF worth $791K as of Q3 2026.
  • Fell Capital Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.68% of Fell Capital Management's portfolio in Q3 2026, its #45 holding.
  • Fell Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Fell Capital Management's iShares Russell 2000 ETF position peaked at $855K in Q2 2026.
  • 339 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Fell Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.