Optima Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Optima 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	$2.36M	Buy	7,853 +482	+7%	+$135K	0.93%	31
2026 Q1	$1.83M	Sell	7,371 -699	-9%	-$180K	0.85%	38
2025 Q4	$1.99M	Buy	8,070 +1,540	+24%	+$379K	0.86%	39
2025 Q3	$1.58M	Buy	6,530 +2,064	+46%	+$474K	0.77%	42
2025 Q2	$964K	Buy	+4,466	New	+$899K	0.52%	57

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Optima Capital's IWM Position: Q2 2026 in Review

Optima Capital increased its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q2 2026, buying an estimated $135K and bringing the position to 7,853 shares worth $2.36M. The position accounts for 0.93% of the portfolio, ranked #31.

Optima Capital first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. 939 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Optima Capital held 7,853 shares of iShares Russell 2000 ETF worth $2.36M as of Q2 2026.
Optima Capital bought 482 iShares Russell 2000 ETF shares in Q2 2026, an estimated $135K.
iShares Russell 2000 ETF made up 0.93% of Optima Capital's portfolio in Q2 2026, its #31 holding.
Optima Capital first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.