Lunt Capital Management
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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
Q3 		$1.65M Hold
5,935
– – 0.63% 40
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% -$9.6K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lunt Capital Management's IWM Position: Q3 2026 in Review

Lunt Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 5,935 shares worth $1.65M. The position accounts for 0.63% of the portfolio, ranked #40.

Lunt Capital Management first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Lunt Capital Management held 5,935 shares of iShares Russell 2000 ETF worth $1.65M as of Q3 2026.
  • Lunt Capital Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.63% of Lunt Capital Management's portfolio in Q3 2026, its #40 holding.
  • Lunt Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Lunt Capital Management's iShares Russell 2000 ETF position peaked at $1.78M in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Lunt Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.