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

Kendall 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 		– Sell
-987
Closed -$245K – 241
2026
Q1 		$245K Sell
987
-2
-0.2% -$516 0.05% 207
2025
Q4 		$243K Buy
989
+156
+19% +$38.4K 0.05% 208
2025
Q3 		$202K Buy
+833
New +$191K 0.05% 224
2019
Q1 		– Sell
-3,717
Closed -$498K – 116
2018
Q4 		$498K Buy
+3,717
New +$555K 0.52% 64

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kendall Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 987 shares — an estimated $245K sold.

Kendall Capital Management first reported a position in IWM in Q4 2018 and held it in 4 quarters. The position peaked at $498K in Q4 2018. 2,752 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Kendall Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Kendall Capital Management sold 987 iShares Russell 2000 ETF shares in Q2 2026, an estimated $245K.
  • Kendall Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 4 quarters.
  • Kendall Capital Management's iShares Russell 2000 ETF position peaked at $498K in Q4 2018.
  • 2,752 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.