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Money Concepts Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Money Concepts 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 		$7.2M Buy
23,957
+17,724
+284% +$4.98M 0.33% 64
2026
Q1 		$1.55M Sell
6,233
-356,677
-98% -$92M 0.09% 223
2025
Q4 		$89.3M Buy
362,910
+353,560
+3,781% +$86.9M 5.01% 2
2025
Q3 		$2.26M Buy
9,350
+2,720
+41% +$624K 0.14% 147
2025
Q2 		$1.43M Buy
6,630
+3,292
+99% +$662K 0.1% 193
2025
Q1 		$666K Sell
3,338
-51
-2% -$11.1K 0.05% 268
2024
Q4 		$749K Buy
3,389
+1,247
+58% +$284K 0.06% 245
2024
Q3 		$473K Sell
2,142
-3,208
-60% -$686K 0.04% 298
2024
Q2 		$1.09M Sell
5,350
-9,081
-63% -$1.84M 0.09% 192
2024
Q1 		$3.03M Buy
14,431
+2,824
+24% +$563K 0.28% 94
2023
Q4 		$2.33M Buy
11,607
+10,279
+774% +$1.84M 0.22% 120
2023
Q3 		$235K Buy
1,328
+158
+14% +$29.7K 0.02% 324
2023
Q2 		$219K Sell
1,170
-13,264
-92% -$2.36M 0.02% 344
2023
Q1 		$173K Buy
14,434
+7,132
+98% +$1.31M 0.01% 418
2022
Q4 		$1.27M Buy
7,302
+5,546
+316% +$986K 0.06% 256
2022
Q3 		$290K Sell
1,756
-117
-6% -$21.3K 0.02% 371
2022
Q2 		$321K Sell
1,873
-6,541
-78% -$1.21M 0.03% 336
2022
Q1 		$1.73M Buy
8,414
+6,276
+294% +$1.28M 0.1% 206
2021
Q4 		$476K Buy
+2,138
New +$483K 0.04% 326
2021
Q1 		$570K Sell
2,581
-106
-4% -$23.1K 0.05% 297
2020
Q4 		$527K Buy
+2,687
New +$470K 0.05% 273

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Concepts Capital's IWM Position: Q2 2026 in Review

Money Concepts Capital increased its iShares Russell 2000 ETF (IWM) stake by 284% in Q2 2026, buying an estimated $4.98M and bringing the position to 23,957 shares worth $7.2M. The position accounts for 0.33% of the portfolio, ranked #64.

Money Concepts Capital first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $89.3M in Q4 2025. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Money Concepts Capital held 23,957 shares of iShares Russell 2000 ETF worth $7.2M as of Q2 2026.
  • Money Concepts Capital bought 17,724 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.98M.
  • iShares Russell 2000 ETF made up 0.33% of Money Concepts Capital's portfolio in Q2 2026, its #64 holding.
  • Money Concepts Capital first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's iShares Russell 2000 ETF position peaked at $89.3M in Q4 2025.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.