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

Osbon 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 Q2	$38.2K	Hold	127	–	–	0.03%	144
2026 Q1	$31.5K	Hold	127	–	–	0.03%	186
2025 Q4	$31.3K	Buy	+127	New	+$31.2K	0.03%	144

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

Osbon Capital Management's IWM Position: Q2 2026 in Review

Osbon Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 127 shares worth $38.2K. The position accounts for 0.03% of the portfolio, ranked #144.

Osbon Capital Management first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Osbon Capital Management held 127 shares of iShares Russell 2000 ETF worth $38.2K as of Q2 2026.
Osbon Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Osbon Capital Management's portfolio in Q2 2026, its #144 holding.
Osbon Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.