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

Flynn Zito 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	$420K	Buy	1,398 +1	+0.1%	+$281	0.11%	93
2026 Q1	$346K	Buy	1,397 +54	+4%	+$13.9K	0.11%	96
2025 Q4	$331K	Buy	1,343 +28	+2%	+$6.88K	0.12%	91
2025 Q3	$318K	Sell	1,315 -78	-6%	-$17.9K	0.12%	90
2025 Q2	$301K	Buy	1,393 +250	+22%	+$50.3K	0.13%	87
2025 Q1	$228K	Buy	+1,143	New	+$248K	0.1%	110
2022 Q3	–	Sell	-22,920	Closed	-$3.88M	–	88
2022 Q2	$3.88M	Buy	+22,920	New	+$4.23M	2.15%	11

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

Flynn Zito Capital Management's IWM Position: Q2 2026 in Review

Flynn Zito Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.07% in Q2 2026, buying an estimated $281 and bringing the position to 1,398 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #93.

Flynn Zito Capital Management first reported a position in IWM in Q2 2022 and has held it in 7 quarters since. The position peaked at $3.88M in Q2 2022. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Flynn Zito Capital Management held 1,398 shares of iShares Russell 2000 ETF worth $420K as of Q2 2026.
Flynn Zito Capital Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.11% of Flynn Zito Capital Management's portfolio in Q2 2026, its #93 holding.
Flynn Zito Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 7 quarters since.
Flynn Zito Capital Management's iShares Russell 2000 ETF position peaked at $3.88M in Q2 2022.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.