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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
Q2 		$1.69M Sell
5,611
-131
-2% -$36.8K 1.5% 15
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Objective Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $36.8K and leaving 5,611 shares worth $1.69M. The position accounts for 1.5% of the portfolio, ranked #15.

Objective Capital Management first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.36M in Q3 2024. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Objective Capital Management held 5,611 shares of iShares Russell 2000 ETF worth $1.69M as of Q2 2026.
  • Objective Capital Management sold 131 iShares Russell 2000 ETF shares in Q2 2026, an estimated $36.8K.
  • iShares Russell 2000 ETF made up 1.5% of Objective Capital Management's portfolio in Q2 2026, its #15 holding.
  • Objective Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Objective Capital Management's iShares Russell 2000 ETF position peaked at $2.36M in Q3 2024.
  • 2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.