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

Liberty 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 		$614K Buy
+2,042
New +$574K 0.11% 110
2025
Q4 		$532K Buy
2,161
+1,234
+133% +$303K 0.1% 115
2025
Q3 		$224K Hold
927
– – 0.04% 167
2025
Q2 		$200K Buy
+927
New +$187K 0.04% 170
2016
Q4 		– Sell
-30
Closed -$4K – 254
2016
Q3 		$4K Buy
+30
New +$3.65K ﹤0.01% 237

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

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

Liberty Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,042 shares worth $614K. The stake represents 0.11% of the portfolio and ranks #110 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in IWM as recently as Q4 2025.

Liberty Capital Management first reported a position in IWM in Q3 2016 and has held it in 5 quarters since. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Liberty Capital Management held 2,042 shares of iShares Russell 2000 ETF worth $614K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of Liberty Capital Management's portfolio in Q2 2026, its #110 holding.
  • Liberty Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 5 quarters since.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.