Innealta Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Innealta Capital’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	$2.7M	Hold	9,002	–	–	1.44%	23
2026 Q1	$2.23M	Buy	+9,002	New	+$2.32M	1.39%	24
2024 Q3	–	Sell	-396	Closed	-$80.3K	–	920
2024 Q2	$80.3K	Buy	+396	New	+$80K	0.03%	253
2022 Q1	–	Sell	-6,771	Closed	-$1.51M	–	65
2021 Q4	$1.51M	Buy	+6,771	New	+$1.53M	0.75%	43
2020 Q4	–	Sell	-14,718	Closed	-$2.21M	–	45
2020 Q3	$2.21M	Buy	14,718 +18	+0.1%	+$2.71K	1.44%	23
2020 Q2	$2.1M	Buy	14,700 +550	+4%	+$72.2K	1.44%	21
2020 Q1	$1.62M	Sell	14,150 -1,850	-12%	-$276K	1.25%	24
2019 Q4	$2.65M	Sell	16,000 -33	-0.2%	-$5.21K	1.77%	19
2019 Q3	$2.43M	Buy	+16,033	New	+$2.45M	2.14%	16

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

Innealta Capital's IWM Position: Q2 2026 in Review

Innealta Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 9,002 shares worth $2.7M. The position accounts for 1.44% of the portfolio, ranked #23.

Innealta Capital first reported a position in IWM in Q3 2019 and has held it in 9 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Innealta Capital held 9,002 shares of iShares Russell 2000 ETF worth $2.7M as of Q2 2026.
Innealta Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 1.44% of Innealta Capital's portfolio in Q2 2026, its #23 holding.
Innealta Capital first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 9 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Innealta Capital's 13F filing for Q2 2026, filed 4 Aug 2026.