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

Holt 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
2026 Q2	$368K	Buy	+1,223	New	+$344K	0.04%	144
2022 Q1	–	Sell	-903	Closed	-$201K	–	162
2021 Q4	$201K	Buy	+903	New	+$204K	0.04%	161
2021 Q3	–	Sell	-903	Closed	-$207K	–	159
2021 Q2	$207K	Buy	+903	New	+$203K	0.04%	154

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

Holt Capital Partners's IWM Position: Q2 2026 in Review

Holt Capital Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,223 shares worth $368K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings. This is a return to the name: Holt Capital Partners previously reported a position in IWM as recently as Q4 2021.

Holt Capital Partners first reported a position in IWM in Q2 2021 and has held it in 3 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Holt Capital Partners held 1,223 shares of iShares Russell 2000 ETF worth $368K as of Q2 2026.
iShares Russell 2000 ETF was a new Holt Capital Partners position in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Holt Capital Partners's portfolio in Q2 2026, its #144 holding.
Holt Capital Partners first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 3 quarters since.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.