North Capital’s iShares Russell 2000 ETF IWM Stock Holding History

North Capital’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 Q3	$486K	Buy	1,756 +68	+4%	+$20K	0.35%	42
2026 Q2	$507K	Buy	1,688 +1	+0.1%	+$281	0.38%	40
2026 Q1	$418K	Hold	1,687	–	–	0.35%	43
2025 Q4	$415K	Buy	1,687 +40	+2%	+$9.8K	0.36%	43
2025 Q3	$399K	Buy	1,647 +1	+0.1%	+$229	0.31%	44
2025 Q2	$355K	Sell	1,646 -149	-8%	-$30K	0.31%	47
2025 Q1	$358K	Buy	+1,795	New	+$389K	0.34%	41

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

North Capital's IWM Position: Q3 2026 in Review

North Capital increased its iShares Russell 2000 ETF (IWM) stake by 4% in Q3 2026, buying an estimated $20K and bringing the position to 1,756 shares worth $486K. The position accounts for 0.35% of the portfolio, ranked #42.

North Capital first reported a position in IWM in Q1 2025 and has held it in 7 quarters since. The position peaked at $507K in Q2 2026. 1,174 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

North Capital held 1,756 shares of iShares Russell 2000 ETF worth $486K as of Q3 2026.
North Capital bought 68 iShares Russell 2000 ETF shares in Q3 2026, an estimated $20K.
iShares Russell 2000 ETF made up 0.35% of North Capital's portfolio in Q3 2026, its #42 holding.
North Capital first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 7 quarters since.
North Capital's iShares Russell 2000 ETF position peaked at $507K in Q2 2026.
1,174 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.