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 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

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. 2,730 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.
2,730 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.