Kathmere Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Kathmere Capital Management’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	$1.46M	Buy	4,843 +2,271	+88%	+$638K	0.08%	183
2026 Q1	$638K	Buy	+2,572	New	+$663K	0.04%	293
2021 Q1	–	Sell	-467	Closed	-$92K	–	279
2020 Q4	$92K	Hold	467	–	–	0.02%	198
2020 Q3	$70K	Buy	+467	New	+$70.3K	0.02%	205
2020 Q1	–	Sell	-1,463	Closed	-$242K	–	100
2019 Q4	$242K	Buy	+1,463	New	+$231K	0.09%	92

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

Kathmere Capital Management's IWM Position: Q2 2026 in Review

Kathmere Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 88% in Q2 2026, buying an estimated $638K and bringing the position to 4,843 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #183.

Kathmere Capital Management first reported a position in IWM in Q4 2019 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kathmere Capital Management held 4,843 shares of iShares Russell 2000 ETF worth $1.46M as of Q2 2026.
Kathmere Capital Management bought 2,271 iShares Russell 2000 ETF shares in Q2 2026, an estimated $638K.
iShares Russell 2000 ETF made up 0.08% of Kathmere Capital Management's portfolio in Q2 2026, its #183 holding.
Kathmere Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 5 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.