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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
936 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.