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

Nelson 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	$226K	Sell	753 -77	-9%	-$21.6K	0.02%	114
2026 Q1	$206K	Hold	830	–	–	0.03%	106
2025 Q4	$204K	Hold	830	–	–	0.02%	105
2025 Q3	$201K	Buy	+830	New	+$190K	0.02%	107
2025 Q1	–	Sell	-906	Closed	-$200K	–	105
2024 Q4	$200K	Hold	906	–	–	0.03%	105
2024 Q3	$200K	Buy	+906	New	+$194K	0.03%	109
2024 Q2	–	Sell	-985	Closed	-$207K	–	107
2024 Q1	$207K	Buy	+985	New	+$196K	0.04%	100

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

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

Nelson Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 9.3% in Q2 2026, selling an estimated $21.6K and leaving 753 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #114.

Nelson Capital Management first reported a position in IWM in Q1 2024 and has held it in 7 quarters since. 943 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Nelson Capital Management held 753 shares of iShares Russell 2000 ETF worth $226K as of Q2 2026.
Nelson Capital Management sold 77 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.6K.
iShares Russell 2000 ETF made up 0.02% of Nelson Capital Management's portfolio in Q2 2026, its #114 holding.
Nelson Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 7 quarters since.
943 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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