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

Global View 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 		$571K Buy
1,902
+1,057
+125% +$297K 0.12% 78
2026
Q1 		$210K Buy
+845
New +$218K 0.06% 135
2025
Q3 		– Sell
-2,608
Closed -$563K – 139
2025
Q2 		$563K Buy
+2,608
New +$525K 0.18% 64

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

Global View Capital Management's IWM Position: Q2 2026 in Review

Global View Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 125% in Q2 2026, buying an estimated $297K and bringing the position to 1,902 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #78.

Global View Capital Management first reported a position in IWM in Q2 2025 and has held it in 3 quarters since. 952 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Global View Capital Management held 1,902 shares of iShares Russell 2000 ETF worth $571K as of Q2 2026.
  • Global View Capital Management bought 1,057 iShares Russell 2000 ETF shares in Q2 2026, an estimated $297K.
  • iShares Russell 2000 ETF made up 0.12% of Global View Capital Management's portfolio in Q2 2026, its #78 holding.
  • Global View Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 3 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.