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

One 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 		$5.17M Buy
20,834
+3,640
+21% +$939K 0.14% 127
2025
Q4 		$4.23M Buy
17,194
+1,661
+11% +$408K 0.13% 120
2025
Q3 		$3.76M Sell
15,533
-1,105
-7% -$254K 0.12% 115
2025
Q2 		$3.59M Buy
16,638
+396
+2% +$79.7K 0.12% 118
2025
Q1 		$3.24M Buy
16,242
+4,390
+37% +$952K 0.11% 139
2024
Q4 		$2.62M Sell
11,852
-908
-7% -$207K 0.09% 145
2024
Q3 		$2.82M Sell
12,760
-3,234
-20% -$692K 0.09% 146
2024
Q2 		$3.25M Buy
15,994
+8,938
+127% +$1.81M 0.11% 144
2024
Q1 		$1.48M Sell
7,056
-761
-10% -$152K 0.05% 159
2023
Q4 		$1.57M Sell
7,817
-21,481
-73% -$3.85M 0.06% 158
2023
Q3 		$5.18M Sell
29,298
-923
-3% -$173K 0.23% 100
2023
Q2 		$5.66M Sell
30,221
-18,094
-37% -$3.23M 0.26% 96
2023
Q1 		$8.62M Buy
48,315
+2,649
+6% +$488K 0.42% 59
2022
Q4 		$7.96M Buy
45,666
+15,127
+50% +$2.69M 0.42% 62
2022
Q3 		$5.04M Buy
30,539
+3,080
+11% +$562K 0.3% 91
2022
Q2 		$4.65M Sell
27,459
-2,384
-8% -$439K 0.28% 92
2022
Q1 		$6.13M Buy
29,843
+6,091
+26% +$1.24M 0.32% 82
2021
Q4 		$5.28M Buy
23,752
+795
+3% +$180K 0.4% 64
2021
Q3 		$5.02M Buy
22,957
+10,934
+91% +$2.42M 0.42% 65
2021
Q2 		$2.76M Buy
12,023
+10,849
+924% +$2.44M 0.24% 93
2021
Q1 		$259K Sell
1,174
-827
-41% -$181K 0.03% 151
2020
Q4 		$392K Sell
2,001
-382
-16% -$66.8K 0.05% 135
2020
Q3 		$357K Sell
2,383
-794
-25% -$119K 0.05% 132
2020
Q2 		$455K Buy
3,177
+301
+10% +$39.5K 0.07% 129
2020
Q1 		$329K Buy
2,876
+107
+4% +$16K 0.06% 150
2019
Q4 		$459K Sell
2,769
-75
-3% -$11.9K 0.07% 122
2019
Q3 		$430K Hold
2,844
– – 0.07% 122
2019
Q2 		$442K Sell
2,844
-85
-3% -$13.1K 0.08% 127
2019
Q1 		$448K Sell
2,929
-105
-3% -$15.8K 0.08% 121
2018
Q4 		$406K Sell
3,034
-5
-0.2% -$746 0.08% 121
2018
Q3 		$512K Sell
3,039
-35
-1% -$5.91K 0.09% 114
2018
Q2 		$504K Sell
3,074
-90
-3% -$14.4K 0.1% 113
2018
Q1 		$480K Sell
3,164
-50
-2% -$7.72K 0.09% 110
2017
Q4 		$490K Sell
3,214
-331
-9% -$49.7K 0.1% 108
2017
Q3 		$525K Sell
3,545
-1,174
-25% -$165K 0.11% 104
2017
Q2 		$665K Sell
4,719
-1,479
-24% -$205K 0.2% 84
2017
Q1 		$852K Sell
6,198
-3,361
-35% -$459K 0.26% 80
2016
Q4 		$1.29M Sell
9,559
-489
-5% -$62.5K 0.41% 70
2016
Q3 		$1.25M Sell
10,048
-2,497
-20% -$304K 0.41% 71
2016
Q2 		$1.44M Sell
12,545
-873
-7% -$98.5K 0.5% 67
2016
Q1 		$1.48K Buy
13,418
+6,330
+89% +$655K 0.06% 64
2015
Q4 		$897K Sell
7,088
-2,420
-25% -$279K 0.3% 81
2015
Q3 		$1.04M Buy
9,508
+179
+2% +$21.2K 0.38% 74
2015
Q2 		$1.17M Buy
9,329
+640
+7% +$80K 0.33% 80
2015
Q1 		$1.08M Buy
8,689
+272
+3% +$32.8K 0.32% 80
2014
Q4 		$1.01M Sell
8,417
-149
-2% -$17K 0.38% 72
2014
Q3 		$937K Sell
8,566
-1,958
-19% -$224K 0.34% 77
2014
Q2 		$1.25M Buy
10,524
+226
+2% +$25.7K 0.5% 67
2014
Q1 		$1.2M Buy
+10,298
New +$1.19M 0.45% 71

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

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

One Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q1 2026, buying an estimated $939K and bringing the position to 20,834 shares worth $5.17M. The position accounts for 0.14% of the portfolio, ranked #127.

One Capital Management first reported a position in IWM in Q1 2014 and has held it in 49 quarters since. The position peaked at $8.62M in Q1 2023. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • One Capital Management held 20,834 shares of iShares Russell 2000 ETF worth $5.17M as of Q1 2026.
  • One Capital Management bought 3,640 iShares Russell 2000 ETF shares in Q1 2026, an estimated $939K.
  • iShares Russell 2000 ETF made up 0.14% of One Capital Management's portfolio in Q1 2026, its #127 holding.
  • One Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 49 quarters since.
  • One Capital Management's iShares Russell 2000 ETF position peaked at $8.62M in Q1 2023.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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