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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Innealta Capital's IWM Position: Q1 2026 in Review

Innealta Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 9,002 shares worth $2.23M. The stake represents 1.39% of the portfolio and ranks #24 among its holdings. This is a return to the name: Innealta Capital previously reported a position in IWM as recently as Q2 2024.

Innealta Capital first reported a position in IWM in Q3 2019 and has held it in 8 quarters since. The position peaked at $2.65M in Q4 2019. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Innealta Capital held 9,002 shares of iShares Russell 2000 ETF worth $2.23M as of Q1 2026.
iShares Russell 2000 ETF was a new Innealta Capital position in Q1 2026.
iShares Russell 2000 ETF made up 1.39% of Innealta Capital's portfolio in Q1 2026, its #24 holding.
Innealta Capital first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 8 quarters since.
Innealta Capital's iShares Russell 2000 ETF position peaked at $2.65M in Q4 2019.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Innealta Capital's 13F filing for Q1 2026, filed 4 May 2026.