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

Highview 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	$644K	Buy	+2,145	New	+$603K	0.19%	88
2023 Q1	–	Sell	-1,675	Closed	-$292K	–	101
2022 Q4	$292K	Hold	1,675	–	–	0.18%	90
2022 Q3	$276K	Sell	1,675 -250	-13%	-$45.6K	0.2%	83
2022 Q2	$326K	Hold	1,925	–	–	0.25%	77
2022 Q1	$395K	Buy	1,925 +720	+60%	+$147K	0.25%	86
2021 Q4	$268K	Buy	+1,205	New	+$272K	0.17%	93

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

Highview Capital Management's IWM Position: Q2 2026 in Review

Highview Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,145 shares worth $644K. The stake represents 0.19% of the portfolio and ranks #88 among its holdings. This is a return to the name: Highview Capital Management previously reported a position in IWM as recently as Q4 2022.

Highview Capital Management first reported a position in IWM in Q4 2021 and has held it in 6 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Highview Capital Management held 2,145 shares of iShares Russell 2000 ETF worth $644K as of Q2 2026.
iShares Russell 2000 ETF was a new Highview Capital Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.19% of Highview Capital Management's portfolio in Q2 2026, its #88 holding.
Highview Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 6 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.