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

Inscription 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	–	Sell	-5,908	Closed	-$1.45M	–	758
2025 Q4	$1.45M	Buy	5,908 +3,598	+156%	+$885K	0.15%	109
2025 Q3	$559K	Buy	+2,310	New	+$530K	0.06%	321
2022 Q3	–	Sell	-4,832	Closed	-$818K	–	229
2022 Q2	$818K	Buy	+4,832	New	+$891K	0.15%	106
2021 Q3	–	Sell	-2,048	Closed	-$470K	–	308
2021 Q2	$470K	Buy	+2,048	New	+$460K	0.05%	205
2019 Q2	–	Sell	-75	Closed	-$11K	–	176
2019 Q1	$11K	Hold	75	–	–	0.01%	234
2018 Q4	$10K	Buy	+75	New	+$11.2K	0.01%	258

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

Inscription Capital's IWM Position: Q1 2026 in Review

Inscription Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 5,908 shares — an estimated $1.45M sold.

Inscription Capital first reported a position in IWM in Q4 2018 and held it in 6 quarters. The position peaked at $1.45M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Inscription Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Inscription Capital sold 5,908 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.45M.
Inscription Capital first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 6 quarters.
Inscription Capital's iShares Russell 2000 ETF position peaked at $1.45M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.