Matrix Private Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Matrix Private Capital Group’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	$1.59M	Buy	5,286 +86	+2%	+$24.2K	0.69%	29
2026 Q1	$1.29M	Sell	5,200 -61	-1%	-$15.7K	0.62%	31
2025 Q4	$1.3M	Buy	5,261 +125	+2%	+$30.7K	0.66%	34
2025 Q3	$1.24M	Sell	5,136 -24	-0.5%	-$5.51K	0.66%	30
2025 Q2	$1.11M	Sell	5,160 -134	-3%	-$27K	0.65%	32
2025 Q1	$1.06M	Sell	5,294 -484	-8%	-$105K	0.63%	32
2024 Q4	$1.28M	Buy	5,778 +72	+1%	+$16.4K	0.73%	29
2024 Q3	$1.26M	Buy	5,706 +572	+11%	+$122K	0.73%	28
2024 Q2	$1.04M	Buy	5,134 +625	+14%	+$126K	0.65%	31
2024 Q1	$948K	Buy	4,509 +150	+3%	+$29.9K	0.64%	34
2023 Q4	$875K	Hold	4,359	–	–	0.66%	34
2023 Q3	$774K	Buy	4,359 +30	+0.7%	+$5.63K	0.58%	37
2023 Q2	$811K	Sell	4,329 -5	-0.1%	-$891	0.59%	35
2023 Q1	$773K	Sell	4,334 -24	-0.6%	-$4.42K	0.54%	39
2022 Q4	$760K	Sell	4,358 -380	-8%	-$67.6K	0.5%	43
2022 Q3	$781K	Sell	4,738 -64	-1%	-$11.7K	0.53%	39
2022 Q2	$813K	Buy	4,802 +103	+2%	+$19K	0.46%	50
2022 Q1	$965K	Sell	4,699 -490	-9%	-$100K	0.47%	46
2021 Q4	$1.15M	Buy	5,189 +523	+11%	+$118K	0.55%	40
2021 Q3	$1.02M	Buy	4,666 +41	+0.9%	+$9.09K	0.54%	43
2021 Q2	$1.06M	Buy	4,625 +136	+3%	+$30.6K	0.58%	40
2021 Q1	$992K	Buy	4,489 +520	+13%	+$114K	0.6%	39
2020 Q4	$778K	Buy	3,969 +363	+10%	+$63.5K	0.56%	46
2020 Q3	$540K	Buy	3,606 +200	+6%	+$30.1K	0.55%	54
2020 Q2	$488K	Buy	3,406 +44	+1%	+$5.77K	0.54%	54
2020 Q1	$385K	Buy	3,362 +161	+5%	+$24K	0.55%	53
2019 Q4	$530K	Buy	+3,201	New	+$506K	0.56%	58

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

Matrix Private Capital Group's IWM Position: Q2 2026 in Review

Matrix Private Capital Group increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, buying an estimated $24.2K and bringing the position to 5,286 shares worth $1.59M. The position accounts for 0.69% of the portfolio, ranked #29.

Matrix Private Capital Group first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Matrix Private Capital Group held 5,286 shares of iShares Russell 2000 ETF worth $1.59M as of Q2 2026.
Matrix Private Capital Group bought 86 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24.2K.
iShares Russell 2000 ETF made up 0.69% of Matrix Private Capital Group's portfolio in Q2 2026, its #29 holding.
Matrix Private Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.