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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kendall Capital Management's IWM Position: Q1 2026 in Review

Kendall Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q1 2026, selling an estimated $516 and leaving 987 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #207.

Kendall Capital Management first reported a position in IWM in Q4 2018 and has held it in 4 quarters since. The position peaked at $498K in Q4 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Kendall Capital Management held 987 shares of iShares Russell 2000 ETF worth $245K as of Q1 2026.
  • Kendall Capital Management sold 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
  • iShares Russell 2000 ETF made up 0.05% of Kendall Capital Management's portfolio in Q1 2026, its #207 holding.
  • Kendall Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 4 quarters since.
  • Kendall Capital Management's iShares Russell 2000 ETF position peaked at $498K in Q4 2018.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.