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

Lunt 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	$1.78M	Sell	5,935 -217	-4%	-$61K	0.65%	38
2026 Q1	$1.53M	Hold	6,152	–	–	0.59%	39
2025 Q4	$1.51M	Hold	6,152	–	–	0.57%	42
2025 Q3	$1.49M	Sell	6,152 -42	-0.7%	-$9.64K	0.57%	42
2025 Q2	$1.34M	Buy	6,194 +3,788	+157%	+$762K	0.51%	39
2025 Q1	$480K	Hold	2,406	–	–	0.17%	63
2024 Q4	$532K	Buy	2,406 +401	+20%	+$91.4K	0.21%	57
2024 Q3	$443K	Hold	2,005	–	–	0.21%	63
2024 Q2	$407K	Buy	2,005 +35	+2%	+$7.07K	0.2%	63
2024 Q1	$414K	Sell	1,970 -99	-5%	-$19.7K	0.21%	65
2023 Q4	$415K	Buy	+2,069	New	+$371K	0.22%	66

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Lunt Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q2 2026, selling an estimated $61K and leaving 5,935 shares worth $1.78M. The position accounts for 0.65% of the portfolio, ranked #38.

Lunt Capital Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lunt Capital Management held 5,935 shares of iShares Russell 2000 ETF worth $1.78M as of Q2 2026.
Lunt Capital Management sold 217 iShares Russell 2000 ETF shares in Q2 2026, an estimated $61K.
iShares Russell 2000 ETF made up 0.65% of Lunt Capital Management's portfolio in Q2 2026, its #38 holding.
Lunt Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.