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

QRG 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 		$2.72M Buy
9,040
+4,717
+109% +$1.33M 0.02% 410
2026
Q1 		$1.07M Sell
4,323
-932
-18% -$240K 0.01% 551
2025
Q4 		$1.29M Buy
5,255
+2,011
+62% +$494K 0.01% 495
2025
Q3 		$785K Buy
3,244
+356
+12% +$81.7K 0.01% 578
2025
Q2 		$623K Sell
2,888
-432
-13% -$86.9K 0.01% 746
2025
Q1 		$662K Sell
3,320
-3,950
-54% -$857K 0.01% 678
2024
Q4 		$1.61M Buy
7,270
+1,166
+19% +$266K 0.02% 495
2024
Q3 		$1.35M Sell
6,104
-4,301
-41% -$920K 0.01% 524
2024
Q2 		$2.11M Buy
10,405
+624
+6% +$126K 0.03% 412
2024
Q1 		$2.06M Buy
9,781
+2,970
+44% +$592K 0.03% 412
2023
Q4 		$1.37M Buy
6,811
+2,359
+53% +$423K 0.02% 468
2023
Q3 		$787K Buy
+4,452
New +$836K 0.01% 538

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

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

QRG Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 109% in Q2 2026, buying an estimated $1.33M and bringing the position to 9,040 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #410.

QRG Capital Management first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • QRG Capital Management held 9,040 shares of iShares Russell 2000 ETF worth $2.72M as of Q2 2026.
  • QRG Capital Management bought 4,717 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Russell 2000 ETF made up 0.02% of QRG Capital Management's portfolio in Q2 2026, its #410 holding.
  • QRG Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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