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 Q2	$68.5M	Sell	2,248,900 -290,800	-11%	-$81.7M	1.09%	18
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Old Mission Capital's IWM Position: Q2 2026 in Review

Old Mission Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 348,840 shares worth $105M. The stake represents 1.66% of the portfolio and ranks #10 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in IWM as recently as Q4 2025.

Old Mission Capital first reported a position in IWM in Q2 2016 and has held it in 28 quarters since. The position peaked at $429M in Q1 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Old Mission Capital held 348,840 shares of iShares Russell 2000 ETF worth $105M as of Q2 2026.
iShares Russell 2000 ETF was a new Old Mission Capital position in Q2 2026.
iShares Russell 2000 ETF made up 1.66% of Old Mission Capital's portfolio in Q2 2026, its #10 holding.
Old Mission Capital first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 28 quarters since.
Old Mission Capital's iShares Russell 2000 ETF position peaked at $429M in Q1 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.