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

Kettle Hill 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
2025
Q4 		– Sell
-32,984
Closed -$7.98M – 49
2025
Q3 		$7.98M Sell
32,984
-2,153
-6% -$494K 1.8% 23
2025
Q2 		$7.58M Buy
35,137
+1,035
+3% +$208K 1.75% 23
2025
Q1 		$6.8M Sell
34,102
-34,567
-50% -$7.5M 1.87% 20
2024
Q4 		$15.2M Buy
68,669
+57,049
+491% +$13M 3.3% 12
2024
Q3 		$2.57M Sell
11,620
-27,855
-71% -$5.96M 0.66% 29
2024
Q2 		$8.01M Sell
39,475
-26,785
-40% -$5.41M 2.02% 23
2024
Q1 		$13.9M Sell
66,260
-20,432
-24% -$4.08M 3.39% 13
2023
Q4 		$17.4M Buy
86,692
+61,049
+238% +$10.9M 4.54% 7
2023
Q3 		$4.53M Sell
25,643
-29,164
-53% -$5.48M 1.01% 32
2023
Q2 		$10.3M Buy
54,807
+26,881
+96% +$4.79M 2.04% 25
2023
Q1 		$4.98M Sell
27,926
-11,803
-30% -$2.17M 1.15% 41
2022
Q4 		$6.93M Buy
39,729
+538
+1% +$95.7K 1.36% 28
2022
Q3 		$6.46M Buy
+39,191
New +$7.15M 1.53% 21
2022
Q2 		– Sell
-63,220
Closed -$13M – 61
2022
Q1 		$13M Buy
+63,220
New +$12.9M 2.53% 14
2021
Q4 		– Sell
-58,760
Closed -$12.9M – 49
2021
Q3 		$12.9M Buy
58,760
+29,294
+99% +$6.49M 2.4% 19
2021
Q2 		$6.76M Buy
+29,466
New +$6.63M 1.2% 32
2020
Q3 		– Sell
-55,508
Closed -$7.95M – 58
2020
Q2 		$7.95M Buy
+55,508
New +$7.28M 2.05% 23

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kettle Hill Capital Management's IWM Position: Q4 2025 in Review

Kettle Hill Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 32,984 shares — an estimated $7.98M sold.

Kettle Hill Capital Management first reported a position in IWM in Q2 2020 and held it in 17 quarters. The position peaked at $17.4M in Q4 2023. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Kettle Hill Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Kettle Hill Capital Management sold 32,984 iShares Russell 2000 ETF shares in Q4 2025, an estimated $7.98M.
  • Kettle Hill Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 17 quarters.
  • Kettle Hill Capital Management's iShares Russell 2000 ETF position peaked at $17.4M in Q4 2023.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Kettle Hill Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.