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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
Q3 		$1.37M Sell
4,946
-665
-12% -$195K 1.23% 20
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Objective Capital Management's IWM Position: Q3 2026 in Review

Objective Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q3 2026, selling an estimated $195K and leaving 4,946 shares worth $1.37M. The position accounts for 1.23% of the portfolio, ranked #20.

Objective Capital Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.36M in Q3 2024. 571 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Objective Capital Management held 4,946 shares of iShares Russell 2000 ETF worth $1.37M as of Q3 2026.
  • Objective Capital Management sold 665 iShares Russell 2000 ETF shares in Q3 2026, an estimated $195K.
  • iShares Russell 2000 ETF made up 1.23% of Objective Capital Management's portfolio in Q3 2026, its #20 holding.
  • Objective Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's iShares Russell 2000 ETF position peaked at $2.36M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.