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

First City 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 		$750K Sell
2,497
-100
-4% -$28.1K 0.37% 72
2026
Q1 		$644K Hold
2,597
– – 0.34% 81
2025
Q4 		$639K Sell
2,597
-100
-4% -$24.6K 0.34% 80
2025
Q3 		$653K Buy
2,697
+100
+4% +$22.9K 0.35% 74
2025
Q2 		$560K Sell
2,597
-118
-4% -$23.7K 0.32% 78
2025
Q1 		$542K Sell
2,715
-33
-1% -$7.16K 0.32% 75
2024
Q4 		$607K Buy
2,748
+69
+3% +$15.7K 0.32% 77
2024
Q3 		$592K Buy
2,679
+898
+50% +$192K 0.3% 82
2024
Q2 		$361K Sell
1,781
-372
-17% -$75.2K 0.2% 115
2024
Q1 		$453K Sell
2,153
-136
-6% -$27.1K 0.25% 100
2023
Q4 		$459K Buy
2,289
+518
+29% +$92.8K 0.27% 96
2023
Q3 		$313K Sell
1,771
-157
-8% -$29.5K 0.2% 127
2023
Q2 		$361K Buy
1,928
+275
+17% +$49K 0.21% 119
2023
Q1 		$290K Buy
1,653
+31
+2% +$5.71K 0.17% 140
2022
Q4 		$283K Buy
1,622
+95
+6% +$16.9K 0.17% 131
2022
Q3 		$252K Sell
1,527
-294
-16% -$53.6K 0.17% 135
2022
Q2 		$308K Buy
1,821
+21
+1% +$3.87K 0.19% 128
2022
Q1 		$369K Buy
1,800
+22
+1% +$4.49K 0.2% 117
2021
Q4 		$353K Sell
1,778
-78
-4% -$17.6K 0.2% 121
2021
Q3 		$406K Sell
1,856
-407
-18% -$90.2K 0.23% 121
2021
Q2 		$505K Buy
2,263
+1,244
+122% +$280K 0.28% 107
2021
Q1 		$216K Buy
1,019
+115
+13% +$25.1K 0.13% 154
2020
Q4 		$205K Buy
+904
New +$158K 0.13% 153

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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

First City Capital Management's IWM Position: Q2 2026 in Review

First City Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q2 2026, selling an estimated $28.1K and leaving 2,497 shares worth $750K. The position accounts for 0.37% of the portfolio, ranked #72.

First City Capital Management first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • First City Capital Management held 2,497 shares of iShares Russell 2000 ETF worth $750K as of Q2 2026.
  • First City Capital Management sold 100 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.1K.
  • iShares Russell 2000 ETF made up 0.37% of First City Capital Management's portfolio in Q2 2026, its #72 holding.
  • First City Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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