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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
2020
Q4 		– Sell
-26,200
Closed -$16K – 156
2020
Q3 		$16K Buy
+26,200
New +$3.94M ﹤0.01% 144

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