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

KRS 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 		$623K Hold
2,073
– – 0.29% 59
2026
Q1 		$514K Hold
2,073
– – 0.32% 62
2025
Q4 		$510K Sell
2,073
-15
-0.7% -$3.69K 0.29% 66
2025
Q3 		$505K Sell
2,088
-19
-0.9% -$4.36K 0.31% 66
2025
Q2 		$455K Sell
2,107
-55
-3% -$11.1K 0.3% 70
2025
Q1 		$431K Sell
2,162
-280
-11% -$60.7K 0.34% 69
2024
Q4 		$540K Buy
2,442
+220
+10% +$50.2K 0.38% 60
2024
Q3 		$491K Buy
2,222
+66
+3% +$14.1K 0.36% 66
2024
Q2 		$438K Sell
2,156
-120
-5% -$24.3K 0.33% 67
2024
Q1 		$479K Buy
2,276
+405
+22% +$80.8K 0.39% 63
2023
Q4 		$375K Buy
1,871
+101
+6% +$18.1K 0.35% 73
2023
Q3 		$313K Sell
1,770
-140
-7% -$26.3K 0.33% 79
2023
Q2 		$358K Buy
1,910
+5
+0.3% +$891 0.36% 79
2023
Q1 		$340K Buy
1,905
+1
+0.1% +$184 0.38% 77
2022
Q4 		$332K Buy
+1,904
New +$339K 0.45% 75
2022
Q1 		– Sell
-884
Closed -$196K – 234
2021
Q4 		$196K Buy
+884
New +$200K 0.17% 120

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

KRS Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,073 shares worth $623K. The position accounts for 0.29% of the portfolio, ranked #59.

KRS Capital Management first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • KRS Capital Management held 2,073 shares of iShares Russell 2000 ETF worth $623K as of Q2 2026.
  • KRS Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.29% of KRS Capital Management's portfolio in Q2 2026, its #59 holding.
  • KRS Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.