Kavar Capital Partners Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.44M | Sell |
8,114
-2
| -0% | -$562 | 0.3% | 69 |
|
|
2026
Q1 | $2.01M | Sell |
8,116
-24
| -0.3% | -$6.19K | 0.25% | 80 |
|
|
2025
Q4 | $2M | Sell |
8,140
-29
| -0.4% | -$7.13K | 0.28% | 71 |
|
|
2025
Q3 | $1.98M | Sell |
8,169
-44
| -0.5% | -$10.1K | 0.26% | 79 |
|
|
2025
Q2 | $1.77M | Hold |
8,213
| – | – | 0.25% | 84 |
|
|
2025
Q1 | $1.64M | Hold |
8,213
| – | – | 0.27% | 78 |
|
|
2024
Q4 | $1.81M | Sell |
8,213
-70
| -0.8% | -$16K | 0.31% | 72 |
|
|
2024
Q3 | $1.83M | Sell |
8,283
-63
| -0.8% | -$13.5K | 0.29% | 79 |
|
|
2024
Q2 | $1.69M | Sell |
8,346
-197
| -2% | -$39.8K | 0.31% | 74 |
|
|
2024
Q1 | $1.8M | Sell |
8,543
-8,773
| -51% | -$1.75M | 0.33% | 72 |
|
|
2023
Q4 | $3.48M | Buy |
17,316
+8,725
| +102% | +$1.56M | 0.39% | 66 |
|
|
2023
Q3 | $1.52M | Sell |
8,591
-67
| -0.8% | -$12.6K | 0.33% | 72 |
|
|
2023
Q2 | $1.62M | Sell |
8,658
-63
| -0.7% | -$11.2K | 0.35% | 72 |
|
|
2023
Q1 | $1.56M | Sell |
8,721
-54
| -0.6% | -$9.94K | 0.34% | 73 |
|
|
2022
Q4 | $1.53M | Sell |
8,775
-86
| -1% | -$15.3K | 0.35% | 70 |
|
|
2022
Q3 | $1.46M | Sell |
8,861
-164
| -2% | -$29.9K | 0.37% | 69 |
|
|
2022
Q2 | $1.53M | Sell |
9,025
-284
| -3% | -$52.4K | 0.35% | 70 |
|
|
2022
Q1 | $1.91M | Sell |
9,309
-80
| -0.9% | -$16.3K | 0.41% | 65 |
|
|
2021
Q4 | $2.09M | Sell |
9,389
-73
| -0.8% | -$16.5K | 0.43% | 65 |
|
|
2021
Q3 | $2.07M | Sell |
9,462
-4
| -0% | -$887 | 0.47% | 60 |
|
|
2021
Q2 | $2.17M | Sell |
9,466
-70
| -0.7% | -$15.7K | 0.52% | 59 |
|
|
2021
Q1 | $2.11M | Hold |
9,536
| – | – | 0.57% | 56 |
|
|
2020
Q4 | $1.87M | Sell |
9,536
-38
| -0.4% | -$6.65K | 0.54% | 58 |
|
|
2020
Q3 | $1.43M | Sell |
9,574
-122
| -1% | -$18.4K | 0.48% | 60 |
|
|
2020
Q2 | $1.39M | Sell |
9,696
-426
| -4% | -$55.9K | 0.53% | 59 |
|
|
2020
Q1 | $1.16M | Buy |
10,122
+8,656
| +590% | +$1.29M | 0.56% | 57 |
|
|
2019
Q4 | $243K | Hold |
1,466
| – | – | 0.09% | 116 |
|
|
2019
Q3 | $222K | Hold |
1,466
| – | – | 0.09% | 123 |
|
|
2019
Q2 | $228K | Hold |
1,466
| – | – | 0.09% | 115 |
|
|
2019
Q1 | $224K | Buy |
+1,466
| New | +$220K | 0.1% | 116 |
|
|
2018
Q3 | – | Sell |
-191
| Closed | -$31K | – | 253 |
|
|
2018
Q2 | $31K | Hold |
191
| – | – | 0.02% | 224 |
|
|
2018
Q1 | $29K | Buy |
+191
| New | +$29.5K | 0.02% | 233 |
|
|
2016
Q1 | – | Sell |
-478
| Closed | -$53K | – | 237 |
|
|
2015
Q4 | $53K | Hold |
478
| – | – | 0.03% | 165 |
|
|
2015
Q3 | $52K | Hold |
478
| – | – | 0.04% | 167 |
|
|
2015
Q2 | $59K | Buy |
+478
| New | +$59.7K | 0.04% | 172 |
|
|
2014
Q2 | – | Sell |
-387
| Closed | -$45K | – | 286 |
|
|
2014
Q1 | $45K | Hold |
387
| – | – | 0.04% | 206 |
|
|
2013
Q4 | $44K | Buy |
+387
| New | +$42.7K | 0.04% | 199 |
|
Other funds holding IWM
Kavar Capital Partners Group's IWM Position: Q2 2026 in Review
Kavar Capital Partners Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q2 2026, selling an estimated $562 and leaving 8,114 shares worth $2.44M. The position accounts for 0.3% of the portfolio, ranked #69.
Kavar Capital Partners Group first reported a position in IWM in Q4 2013 and has held it in 37 quarters since. The position peaked at $3.48M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Kavar Capital Partners Group held 8,114 shares of iShares Russell 2000 ETF worth $2.44M as of Q2 2026.
- Kavar Capital Partners Group sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
- iShares Russell 2000 ETF made up 0.3% of Kavar Capital Partners Group's portfolio in Q2 2026, its #69 holding.
- Kavar Capital Partners Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 37 quarters since.
- Kavar Capital Partners Group's iShares Russell 2000 ETF position peaked at $3.48M in Q4 2023.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.