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

Poehling 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 		$273K Buy
+907
New +$255K 0.06% 139
2018
Q2 		– Sell
-64
Closed -$10K – 313
2018
Q1 		$10K Buy
+64
New +$9.88K 0.01% 236

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Poehling Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 907 shares worth $273K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings. This is a return to the name: Poehling Capital Management previously reported a position in IWM as recently as Q1 2018.

Poehling Capital Management first reported a position in IWM in Q1 2018 and has held it in 2 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Poehling Capital Management held 907 shares of iShares Russell 2000 ETF worth $273K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Poehling Capital Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.06% of Poehling Capital Management's portfolio in Q2 2026, its #139 holding.
  • Poehling Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 2 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.