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

Presidio 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 		$1.2M Sell
3,978
-9
-0.2% -$2.53K 0.3% 26
2026
Q1 		$989K Buy
3,987
+102
+3% +$26.3K 0.29% 29
2025
Q4 		$956K Buy
3,885
+593
+18% +$146K 0.29% 28
2025
Q3 		$797K Buy
3,292
+1,757
+114% +$403K 0.28% 28
2025
Q2 		$331K Buy
1,535
+111
+8% +$22.3K 0.13% 47
2025
Q1 		$284K Sell
1,424
-5,343
-79% -$1.16M 0.12% 51
2024
Q4 		$1.5M Buy
6,767
+1,088
+19% +$248K 0.8% 17
2024
Q3 		$1.25M Sell
5,679
-382
-6% -$81.7K 0.8% 18
2024
Q2 		$1.23M Buy
+6,061
New +$1.22M 0.86% 17
2024
Q1 		– Sell
-1,542
Closed -$309K – 52
2023
Q4 		$309K Sell
1,542
-35
-2% -$6.27K 0.24% 27
2023
Q3 		$279K Sell
1,577
-4,881
-76% -$916K 0.24% 29
2023
Q2 		$1.21M Sell
6,458
-357
-5% -$63.6K 0.97% 15
2023
Q1 		$1.22M Sell
6,815
-5,652
-45% -$1.04M 1.05% 13
2022
Q4 		$2.17M Buy
12,467
+11,015
+759% +$1.96M 1.97% 9
2022
Q3 		$239K Buy
+1,452
New +$265K 0.26% 23
2022
Q1 		– Sell
-7,443
Closed -$1.66M – 38
2021
Q4 		$1.66M Buy
+7,443
New +$1.68M 1.42% 7

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

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

Presidio Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q2 2026, selling an estimated $2.53K and leaving 3,978 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #26.

Presidio Capital Management first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.17M in Q4 2022. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Presidio Capital Management held 3,978 shares of iShares Russell 2000 ETF worth $1.2M as of Q2 2026.
  • Presidio Capital Management sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Russell 2000 ETF made up 0.3% of Presidio Capital Management's portfolio in Q2 2026, its #26 holding.
  • Presidio Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
  • Presidio Capital Management's iShares Russell 2000 ETF position peaked at $2.17M in Q4 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.