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

Mount 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	$6.94M	Hold	23,100	–	–	2.62%	10
2026 Q1	$5.73M	Hold	23,100	–	–	2.31%	11
2025 Q4	$5.69M	Hold	23,100	–	–	2.3%	11
2025 Q3	$5.59M	Hold	23,100	–	–	2%	11
2025 Q2	$4.98M	Hold	23,100	–	–	1.61%	14
2025 Q1	$4.61M	Hold	23,100	–	–	1.49%	14
2024 Q4	$5.1M	Hold	23,100	–	–	1.81%	13
2024 Q3	$5.09M	Hold	23,100	–	–	1.78%	14
2024 Q2	$4.69M	Hold	23,100	–	–	1.88%	14
2024 Q1	$4.86M	Hold	23,100	–	–	2.05%	12
2023 Q4	$4.64M	Hold	23,100	–	–	2.01%	13
2023 Q3	$4.08M	Sell	23,100 -50,639	-69%	-$9.51M	1.75%	13
2023 Q2	$13.8M	Buy	73,739 +57,839	+364%	+$10.3M	5.36%	8
2023 Q1	$2.84M	Sell	15,900 -13,950	-47%	-$2.57M	1.12%	13
2022 Q4	$5.21M	Sell	29,850 -19,800	-40%	-$3.52M	2.01%	10
2022 Q3	$8.19M	Buy	49,650 +8,400	+20%	+$1.53M	3.49%	7
2022 Q2	$6.99M	Buy	+41,250	New	+$7.6M	2.46%	9

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

Mount Capital's IWM Position: Q2 2026 in Review

Mount Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 23,100 shares worth $6.94M. The position accounts for 2.62% of the portfolio, ranked #10.

Mount Capital first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.8M in Q2 2023. 2,723 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mount Capital held 23,100 shares of iShares Russell 2000 ETF worth $6.94M as of Q2 2026.
Mount Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 2.62% of Mount Capital's portfolio in Q2 2026, its #10 holding.
Mount Capital first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
Mount Capital's iShares Russell 2000 ETF position peaked at $13.8M in Q2 2023.
2,723 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mount Capital's 13F filing for Q2 2026, filed 13 Aug 2026.