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

Narwhal 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	$547K	Sell	1,822 -11	-0.6%	-$3.09K	0.04%	125
2026 Q1	$455K	Sell	1,833 -1,093	-37%	-$282K	0.03%	128
2025 Q4	$720K	Sell	2,926 -11	-0.4%	-$2.7K	0.05%	106
2025 Q3	$711K	Hold	2,937	–	–	0.05%	111
2025 Q2	$634K	Buy	2,937 +25	+0.9%	+$5.03K	0.05%	121
2025 Q1	$581K	Sell	2,912 -69	-2%	-$15K	0.05%	125
2024 Q4	$659K	Buy	2,981 +20	+0.7%	+$4.56K	0.06%	120
2024 Q3	$654K	Buy	2,961 +57	+2%	+$12.2K	0.06%	118
2024 Q2	$589K	Sell	2,904 -4	-0.1%	-$808	0.06%	122
2024 Q1	$612K	Sell	2,908 -318	-10%	-$63.4K	0.06%	121
2023 Q4	$647K	Sell	3,226 -4	-0.1%	-$717	0.07%	121
2023 Q3	$571K	Hold	3,230	–	–	0.07%	125
2023 Q2	$605K	Hold	3,230	–	–	0.07%	119
2023 Q1	$576K	Hold	3,230	–	–	0.07%	117
2022 Q4	$563K	Hold	3,230	–	–	0.07%	115
2022 Q3	$533K	Buy	3,230 +1,000	+45%	+$182K	0.08%	109
2022 Q2	$378K	Hold	2,230	–	–	0.05%	122
2022 Q1	$458K	Sell	2,230 -800	-26%	-$163K	0.05%	116
2021 Q4	$674K	Hold	3,030	–	–	0.08%	104
2021 Q3	$663K	Hold	3,030	–	–	0.08%	99
2021 Q2	$695K	Buy	3,030 +1,095	+57%	+$246K	0.09%	102
2021 Q1	$428K	Sell	1,935 -46	-2%	-$10K	0.06%	114
2020 Q4	$388K	Buy	1,981 +1,765	+817%	+$309K	0.06%	119
2020 Q3	$32K	Buy	+216	New	+$32.5K	0.01%	142
2020 Q1	–	Sell	-1,517	Closed	-$251K	–	140
2019 Q4	$251K	Sell	1,517 -23	-1%	-$3.63K	0.05%	125
2019 Q3	$233K	Hold	1,540	–	–	0.05%	127
2019 Q2	$239K	Buy	1,540 +1	+0.1%	+$154	0.05%	123
2019 Q1	$236K	Buy	+1,539	New	+$231K	0.05%	133

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Narwhal Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.6% in Q2 2026, selling an estimated $3.09K and leaving 1,822 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #125.

Narwhal Capital Management first reported a position in IWM in Q1 2019 and has held it in 28 quarters since. The position peaked at $720K in Q4 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Narwhal Capital Management held 1,822 shares of iShares Russell 2000 ETF worth $547K as of Q2 2026.
Narwhal Capital Management sold 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
iShares Russell 2000 ETF made up 0.04% of Narwhal Capital Management's portfolio in Q2 2026, its #125 holding.
Narwhal Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 28 quarters since.
Narwhal Capital Management's iShares Russell 2000 ETF position peaked at $720K in Q4 2025.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.