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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
2025
Q2 		– Sell
-2,500
Closed -$499K – 73
2025
Q1 		$499K Buy
+2,500
New +$542K 0.2% 34

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

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. 1,263 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.
  • 1,263 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.