Miramar Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Miramar Capital’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	$270K	Hold	900	–	–	0.06%	50
2026 Q1	$223K	Buy	+900	New	+$232K	0.05%	51
2024 Q4	–	Sell	-950	Closed	-$210K	–	61
2024 Q3	$210K	Sell	950 -300	-24%	-$64.2K	0.05%	56
2024 Q2	$254K	Hold	1,250	–	–	0.06%	55
2024 Q1	$256K	Sell	1,250 -190	-13%	-$37.9K	0.06%	54
2023 Q4	$289K	Buy	1,440 +40	+3%	+$7.17K	0.08%	50
2023 Q3	$247K	Sell	1,400 -215	-13%	-$40.4K	0.07%	52
2023 Q2	$302K	Sell	1,615 -40	-2%	-$7.13K	0.08%	57
2023 Q1	$295K	Hold	1,655	–	–	0.08%	67
2022 Q4	$289K	Hold	1,655	–	–	0.08%	73
2022 Q3	$289K	Sell	1,655 -997	-38%	-$182K	0.08%	75
2022 Q2	$449K	Buy	2,652 +162	+7%	+$29.9K	0.13%	65
2022 Q1	$511K	Buy	+2,490	New	+$508K	0.14%	72
2020 Q1	–	Sell	-1,750	Closed	-$288K	–	48
2019 Q4	$288K	Sell	1,750 -750	-30%	-$119K	0.18%	44
2019 Q3	$385K	Sell	2,500 -100	-4%	-$15.3K	0.26%	38
2019 Q2	$404K	Sell	2,600 -100	-4%	-$15.4K	0.29%	41
2019 Q1	$413K	Hold	2,700	–	–	0.32%	38
2018 Q4	$413K	Buy	+2,700	New	+$403K	0.32%	38

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

Miramar Capital's IWM Position: Q2 2026 in Review

Miramar Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 900 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #50.

Miramar Capital first reported a position in IWM in Q4 2018 and has held it in 18 quarters since. The position peaked at $511K in Q1 2022. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Miramar Capital held 900 shares of iShares Russell 2000 ETF worth $270K as of Q2 2026.
Miramar Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.06% of Miramar Capital's portfolio in Q2 2026, its #50 holding.
Miramar Capital first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 18 quarters since.
Miramar Capital's iShares Russell 2000 ETF position peaked at $511K in Q1 2022.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Miramar Capital's 13F filing for Q2 2026, filed 27 Jul 2026.