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 Q2	$757K	Buy	+2,520	New	+$708K	0.07%	273
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 $1.55T 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

Inscription Capital's IWM Position: Q2 2026 in Review

Inscription Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,520 shares worth $757K. The stake represents 0.07% of the portfolio and ranks #273 among its holdings. This is a return to the name: Inscription Capital previously reported a position in IWM as recently as Q4 2025.

Inscription Capital first reported a position in IWM in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Inscription Capital held 2,520 shares of iShares Russell 2000 ETF worth $757K as of Q2 2026.
iShares Russell 2000 ETF was a new Inscription Capital position in Q2 2026.
iShares Russell 2000 ETF made up 0.07% of Inscription Capital's portfolio in Q2 2026, its #273 holding.
Inscription Capital first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 7 quarters since.
Inscription Capital's iShares Russell 2000 ETF position peaked at $1.45M in Q4 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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