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

Mill 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	$63.4K	Hold	211	–	–	﹤0.01%	128
2026 Q1	$52.3K	Buy	211 +2	+1%	+$516	﹤0.01%	130
2025 Q4	$51.4K	Hold	209	–	–	﹤0.01%	129
2025 Q3	$50.6K	Sell	209 -6	-3%	-$1.38K	﹤0.01%	122
2025 Q2	$46.4K	Hold	215	–	–	﹤0.01%	120
2025 Q1	$42.9K	Sell	215 -150	-41%	-$32.5K	﹤0.01%	119
2024 Q4	$80.7K	Buy	365 +3	+0.8%	+$684	0.01%	121
2024 Q3	$80K	Hold	362	–	–	0.01%	121
2024 Q2	$73.4K	Hold	362	–	–	0.01%	118
2024 Q1	$76.1K	Sell	362 -698	-66%	-$139K	0.01%	119
2023 Q4	$213K	Hold	1,060	–	–	0.02%	110
2023 Q3	$187K	Buy	1,060 +325	+44%	+$61K	0.02%	111
2023 Q2	$138K	Buy	735 +25	+4%	+$4.46K	0.01%	117
2023 Q1	$127K	Sell	710 -67	-9%	-$12.3K	0.01%	124
2022 Q4	$135K	Buy	777 +73	+10%	+$13K	0.01%	123
2022 Q3	$116K	Sell	704 -1,285	-65%	-$234K	0.01%	115
2022 Q2	$337K	Buy	1,989 +80	+4%	+$14.7K	0.04%	105
2022 Q1	$392K	Buy	1,909 +787	+70%	+$161K	0.04%	106
2021 Q4	$250K	Buy	+1,122	New	+$254K	0.03%	110

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

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

Mill Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 211 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Mill Capital Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $392K in Q1 2022. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mill Capital Management held 211 shares of iShares Russell 2000 ETF worth $63.4K as of Q2 2026.
Mill Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Mill Capital Management's portfolio in Q2 2026, its #128 holding.
Mill Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
Mill Capital Management's iShares Russell 2000 ETF position peaked at $392K in Q1 2022.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.