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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lunt Capital Management's IWM Position: Q1 2026 in Review

Lunt Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 6,152 shares worth $1.53M. The position accounts for 0.59% of the portfolio, ranked #39.

Lunt Capital Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Lunt Capital Management held 6,152 shares of iShares Russell 2000 ETF worth $1.53M as of Q1 2026.
Lunt Capital Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.59% of Lunt Capital Management's portfolio in Q1 2026, its #39 holding.
Lunt Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lunt Capital Management's 13F filing for Q1 2026, filed 13 May 2026.