Old Mission Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Old Mission 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 Q1	$61M	Buy	2,539,700 +753,700	+42%	+$194M	0.97%	15
2025 Q4	$28.9M	Sell	1,786,000 -1,090,300	-38%	-$268M	0.66%	18
2025 Q3	$85.8M	Buy	2,876,300 +744,400	+35%	+$171M	1.71%	9
2025 Q2	$58.5M	Buy	2,131,900 +1,181,500	+124%	+$238M	0.98%	15
2025 Q1	$23.4M	Sell	950,400 -462,500	-33%	-$100M	0.31%	27
2024 Q4	$22.1M	Buy	+1,412,900	New	+$322M	0.34%	26
2022 Q4	–	Sell	-2,025,400	Closed	-$12.5M	–	1588
2022 Q3	$12.5M	Buy	+2,025,400	New	+$369M	0.39%	36

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Old Mission Capital's IWM Position: Q1 2026 in Review

Old Mission Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 46,089 shares — an estimated $11.9M sold.

Old Mission Capital first reported a position in IWM in Q2 2016 and held it in 27 quarters. The position peaked at $429M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Old Mission Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Old Mission Capital sold 46,089 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.9M.
Old Mission Capital first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 27 quarters.
Old Mission Capital's iShares Russell 2000 ETF position peaked at $429M in Q1 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.