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

Kennicott 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	$325K	Hold	1,083	–	–	0.15%	42
2026 Q1	$269K	Hold	1,083	–	–	0.15%	41
2025 Q4	$267K	Sell	1,083 -159	-13%	-$39.1K	0.13%	43
2025 Q3	$301K	Sell	1,242 -70	-5%	-$16.1K	0.15%	41
2025 Q2	$283K	Hold	1,312	–	–	0.16%	41
2025 Q1	$262K	Hold	1,312	–	–	0.17%	39
2024 Q4	$290K	Hold	1,312	–	–	0.15%	36
2024 Q3	$290K	Hold	1,312	–	–	0.11%	38
2024 Q2	$266K	Hold	1,312	–	–	0.11%	38
2024 Q1	$276K	Hold	1,312	–	–	0.12%	38
2023 Q4	$263K	Sell	1,312 -1	-0.1%	-$179	0.13%	38
2023 Q3	$232K	Sell	1,313 -2,625	-67%	-$493K	0.13%	34
2023 Q2	$246K	Buy	3,938 +2,625	+200%	+$468K	0.13%	39
2023 Q1	$234K	Sell	1,313 -1,315	-50%	-$242K	0.14%	37
2022 Q4	$458K	Buy	2,628 +1	+0%	+$178	0.35%	30
2022 Q3	$433K	Hold	2,627	–	–	0.35%	29
2022 Q2	$445K	Hold	2,627	–	–	0.34%	29
2022 Q1	$539K	Hold	2,627	–	–	0.31%	32
2021 Q4	$584K	Sell	2,627 -43	-2%	-$9.72K	0.35%	32
2021 Q3	$584K	Hold	2,670	–	–	0.42%	33
2021 Q2	$613K	Sell	2,670 -65	-2%	-$14.6K	0.46%	32
2021 Q1	$604K	Buy	+2,735	New	+$597K	0.5%	31

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

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

Kennicott Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,083 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #42.

Kennicott Capital Management first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. The position peaked at $613K in Q2 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kennicott Capital Management held 1,083 shares of iShares Russell 2000 ETF worth $325K as of Q2 2026.
Kennicott Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.15% of Kennicott Capital Management's portfolio in Q2 2026, its #42 holding.
Kennicott Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
Kennicott Capital Management's iShares Russell 2000 ETF position peaked at $613K in Q2 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.