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

Raleigh 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	$139K	Buy	462 +1	+0.2%	+$281	0.04%	223
2026 Q1	$114K	Sell	461 -2,515	-85%	-$649K	0.04%	231
2025 Q4	$732K	Buy	+2,976	New	+$732K	0.27%	96
2025 Q1	–	Sell	-80	Closed	-$17.7K	–	801
2024 Q4	$17.7K	Hold	80	–	–	0.01%	481
2024 Q3	$17.7K	Hold	80	–	–	0.01%	463
2024 Q2	$16.2K	Hold	80	–	–	0.01%	469
2024 Q1	$16.8K	Hold	80	–	–	0.01%	455
2023 Q4	$16.1K	Hold	80	–	–	0.01%	481
2023 Q3	$14.1K	Buy	+80	New	+$15K	0.01%	446
2022 Q4	–	Sell	-70	Closed	-$12K	–	837
2022 Q3	$12K	Buy	+70	New	+$12.8K	0.01%	337

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

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

Raleigh Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.22% in Q2 2026, buying an estimated $281 and bringing the position to 462 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #223.

Raleigh Capital Management first reported a position in IWM in Q3 2022 and has held it in 10 quarters since. The position peaked at $732K in Q4 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Raleigh Capital Management held 462 shares of iShares Russell 2000 ETF worth $139K as of Q2 2026.
Raleigh Capital Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.04% of Raleigh Capital Management's portfolio in Q2 2026, its #223 holding.
Raleigh Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 10 quarters since.
Raleigh Capital Management's iShares Russell 2000 ETF position peaked at $732K in Q4 2025.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.