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

Front Street 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 Q1	$312K	Sell	1,258 -15	-1%	-$3.87K	0.04%	64
2025 Q4	$313K	Hold	1,273	–	–	0.04%	62
2025 Q3	$308K	Buy	+1,273	New	+$292K	0.05%	64
2024 Q4	–	Sell	-946	Closed	-$209K	–	70
2024 Q3	$209K	Sell	946 -342	-27%	-$73.2K	0.03%	66
2024 Q2	$261K	Sell	1,288 -109	-8%	-$22K	0.05%	64
2024 Q1	$294K	Hold	1,397	–	–	0.06%	62
2023 Q4	$280K	Buy	1,397 +162	+13%	+$29K	0.06%	61
2023 Q3	$218K	Hold	1,235	–	–	0.05%	64
2023 Q2	$231K	Sell	1,235 -110	-8%	-$19.6K	0.05%	57
2023 Q1	$240K	Hold	1,345	–	–	0.05%	60
2022 Q4	$235K	Hold	1,345	–	–	0.06%	59
2022 Q3	$222K	Hold	1,345	–	–	0.06%	62
2022 Q2	$228K	Buy	+1,345	New	+$248K	0.05%	57
2022 Q1	–	Sell	-1,345	Closed	-$299K	–	65
2021 Q4	$299K	Buy	1,345 +103	+8%	+$23.3K	0.06%	52
2021 Q3	$272K	Hold	1,242	–	–	0.05%	52
2021 Q2	$285K	Hold	1,242	–	–	0.05%	55
2021 Q1	$274K	Buy	+1,242	New	+$271K	0.05%	55

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Front Street Capital Management's IWM Position: Q1 2026 in Review

Front Street Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2026, selling an estimated $3.87K and leaving 1,258 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #64.

Front Street Capital Management first reported a position in IWM in Q1 2021 and has held it in 17 quarters since. The position peaked at $313K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Front Street Capital Management held 1,258 shares of iShares Russell 2000 ETF worth $312K as of Q1 2026.
Front Street Capital Management sold 15 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.87K.
iShares Russell 2000 ETF made up 0.04% of Front Street Capital Management's portfolio in Q1 2026, its #64 holding.
Front Street Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 17 quarters since.
Front Street Capital Management's iShares Russell 2000 ETF position peaked at $313K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Front Street Capital Management's 13F filing for Q1 2026, filed 21 May 2026.