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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

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

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. 2,740 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.
  • 2,740 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.