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

Next 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
Q1 		$1.13M Buy
4,551
+110
+2% +$28.4K 0.34% 53
2025
Q4 		$1.09M Buy
4,441
+1
+0% +$246 0.35% 54
2025
Q3 		$1.07M Buy
4,440
+23
+0.5% +$5.28K 0.36% 57
2025
Q2 		$953K Sell
4,417
-177
-4% -$35.6K 0.35% 58
2025
Q1 		$916K Buy
4,594
+79
+2% +$17.1K 0.44% 50
2024
Q4 		$998K Hold
4,515
– – 0.4% 52
2024
Q3 		$997K Sell
4,515
-100
-2% -$21.4K 0.41% 53
2024
Q2 		$925K Buy
4,615
+229
+5% +$46.3K 0.39% 55
2024
Q1 		$922K Sell
4,386
-1,197
-21% -$239K 0.37% 54
2023
Q4 		$1.12M Sell
5,583
-1,012
-15% -$181K 0.48% 44
2023
Q3 		$1.17M Buy
6,595
+2,704
+69% +$508K 0.52% 37
2023
Q2 		$729K Hold
3,891
– – 0.34% 57
2023
Q1 		$694K Buy
3,891
+529
+16% +$97.4K 0.34% 57
2022
Q4 		$586K Buy
3,362
+194
+6% +$34.5K 0.32% 62
2022
Q3 		$522K Hold
3,168
– – 0.39% 58
2022
Q2 		$536K Buy
3,168
+151
+5% +$27.8K 0.39% 60
2022
Q1 		$619K Sell
3,017
-59
-2% -$12K 0.42% 53
2021
Q4 		$684K Buy
3,076
+218
+8% +$49.3K 0.46% 47
2021
Q3 		$625K Hold
2,858
– – 0.45% 51
2021
Q2 		$640K Buy
2,858
+384
+16% +$86.3K 0.41% 53
2021
Q1 		$547K Hold
2,474
– – 0.36% 62
2020
Q4 		$485K Hold
2,474
– – 0.34% 61
2020
Q3 		$371K Sell
2,474
-189
-7% -$28.4K 0.25% 62
2020
Q2 		$381K Sell
2,663
-401
-13% -$52.6K 0.27% 61
2020
Q1 		$351K Buy
+3,064
New +$457K 0.28% 55
2019
Q4 		– Sell
-7,290
Closed -$891K – 147
2019
Q3 		$891K Buy
7,290
+1,063
+17% +$162K 0.6% 39
2019
Q2 		$969K Sell
6,227
-145
-2% -$22.4K 0.65% 34
2019
Q1 		$975K Sell
6,372
-962
-13% -$145K 0.82% 31
2018
Q4 		$957K Buy
+7,334
New +$1.09M 0.84% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Next Capital Management's IWM Position: Q1 2026 in Review

Next Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q1 2026, buying an estimated $28.4K and bringing the position to 4,551 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #53.

Next Capital Management first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.17M in Q3 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Next Capital Management held 4,551 shares of iShares Russell 2000 ETF worth $1.13M as of Q1 2026.
  • Next Capital Management bought 110 iShares Russell 2000 ETF shares in Q1 2026, an estimated $28.4K.
  • iShares Russell 2000 ETF made up 0.34% of Next Capital Management's portfolio in Q1 2026, its #53 holding.
  • Next Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • Next Capital Management's iShares Russell 2000 ETF position peaked at $1.17M in Q3 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.