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Hexagon Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Hexagon Capital Partners’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
2025
Q2 		– Sell
-617
Closed -$123K – 899
2025
Q1 		$123K Sell
617
-252
-29% -$54.7K 0.02% 281
2024
Q4 		$192K Buy
869
+517
+147% +$118K 0.03% 222
2024
Q3 		$77.8K Sell
352
-3
-0.8% -$642 0.02% 360
2024
Q2 		$72K Buy
355
+95
+37% +$19.2K 0.02% 359
2024
Q1 		$54.7K Buy
260
+21
+9% +$4.19K 0.01% 411
2023
Q4 		$48K Sell
239
-76
-24% -$13.6K 0.01% 431
2023
Q3 		$55.7K Hold
315
– – 0.01% 338
2023
Q2 		$59K Hold
315
– – 0.02% 323
2023
Q1 		$56.2K Sell
315
-8
-2% -$1.47K 0.02% 328
2022
Q4 		$56.3K Buy
323
+80
+33% +$14.2K 0.02% 334
2022
Q3 		$40K Sell
243
-370
-60% -$67.5K 0.01% 436
2022
Q2 		$104K Sell
613
-243
-28% -$44.8K 0.03% 257
2022
Q1 		$176K Buy
856
+163
+24% +$33.3K 0.05% 193
2021
Q4 		$154K Buy
693
+366
+112% +$82.7K 0.04% 213
2021
Q3 		$72K Buy
327
+190
+139% +$42.1K 0.02% 297
2021
Q2 		$31K Buy
137
+112
+448% +$25.2K 0.01% 387
2021
Q1 		$5K Sell
25
-10
-29% -$2.18K ﹤0.01% 601
2020
Q4 		$6K Hold
35
– – ﹤0.01% 539
2020
Q3 		$5K Buy
+35
New +$5.26K ﹤0.01% 533

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Hexagon Capital Partners's IWM Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 617 shares — an estimated $123K sold.

Hexagon Capital Partners first reported a position in IWM in Q3 2020 and held it in 19 quarters. The position peaked at $192K in Q4 2024. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Hexagon Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 617 iShares Russell 2000 ETF shares in Q2 2025, an estimated $123K.
  • Hexagon Capital Partners first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's iShares Russell 2000 ETF position peaked at $192K in Q4 2024.
  • 2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.