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

Objective 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 		$1.42M Hold
5,742
– – 1.44% 16
2025
Q4 		$1.41M Hold
5,742
– – 1.44% 18
2025
Q3 		$1.39M Sell
5,742
-32
-0.6% -$7.34K 1.44% 19
2025
Q2 		$1.25M Buy
5,774
+239
+4% +$48.1K 1.4% 20
2025
Q1 		$1.1M Sell
5,535
-1,015
-15% -$220K 1.41% 20
2024
Q4 		$1.45M Sell
6,550
-4,135
-39% -$943K 0.97% 29
2024
Q3 		$2.36M Buy
+10,685
New +$2.29M 1.39% 20
2024
Q1 		$2.05M Sell
9,760
-1,256
-11% -$251K 1.39% 20
2023
Q4 		$2.21M Buy
11,016
+571
+5% +$102K 1.69% 17
2023
Q3 		$1.85M Sell
10,445
-164
-2% -$30.8K 1.64% 18
2023
Q2 		$1.99M Sell
10,609
-974
-8% -$174K 1.74% 17
2023
Q1 		$2.07M Buy
11,583
+679
+6% +$125K 1.89% 15
2022
Q4 		$1.9M Buy
10,904
+1,483
+16% +$264K 1.89% 16
2022
Q3 		$1.55M Buy
9,421
+170
+2% +$31K 1.66% 20
2022
Q2 		$1.57M Buy
9,251
+1,751
+23% +$323K 1.58% 21
2022
Q1 		$1.54M Buy
7,500
+855
+13% +$174K 1.18% 25
2021
Q4 		$1.48M Buy
+6,645
New +$1.5M 1.05% 26

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

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

Objective Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 5,742 shares worth $1.42M. The position accounts for 1.44% of the portfolio, ranked #16.

Objective Capital Management first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.36M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Objective Capital Management held 5,742 shares of iShares Russell 2000 ETF worth $1.42M as of Q1 2026.
  • Objective Capital Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 1.44% of Objective Capital Management's portfolio in Q1 2026, its #16 holding.
  • Objective Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
  • Objective Capital Management's iShares Russell 2000 ETF position peaked at $2.36M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.