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Luminist Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Luminist Capital’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
Q1 		– Sell
-304
Closed -$74.9K – 189
2025
Q4 		$74.9K Buy
304
+25
+9% +$6.15K 0.09% 63
2025
Q3 		$67.7K Buy
279
+87
+45% +$20K 0.06% 96
2025
Q2 		$41.8K Sell
192
-9
-4% -$1.81K 0.04% 93
2025
Q1 		$40K Sell
201
-44
-18% -$9.54K 0.04% 78
2024
Q4 		$54.2K Buy
+245
New +$55.9K 0.09% 61

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Luminist Capital's IWM Position: Q1 2026 in Review

Luminist Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 304 shares — an estimated $74.9K sold.

Luminist Capital first reported a position in IWM in Q4 2024 and held it in 5 quarters. The position peaked at $74.9K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Luminist Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Luminist Capital sold 304 iShares Russell 2000 ETF shares in Q1 2026, an estimated $74.9K.
  • Luminist Capital first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 5 quarters.
  • Luminist Capital's iShares Russell 2000 ETF position peaked at $74.9K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.