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

RB 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	$1.58M	Sell	5,268 -3,649	-41%	-$1.03M	0.31%	66
2026 Q1	$2.24M	Sell	8,917 -85	-0.9%	-$21.9K	0.48%	47
2025 Q4	$2.22M	Sell	9,002 -6,030	-40%	-$1.48M	0.44%	53
2025 Q3	$3.64M	Buy	15,032 +179	+1%	+$41.1K	0.75%	33
2025 Q2	$3.21M	Buy	14,853 +71	+0.5%	+$14.3K	0.73%	35
2025 Q1	$2.95M	Sell	14,782 -148	-1%	-$32.1K	0.68%	34
2024 Q4	$3.3M	Buy	14,930 +65	+0.4%	+$14.8K	0.75%	32
2024 Q3	$3.28M	Buy	14,865 +75	+0.5%	+$16K	0.76%	34
2024 Q2	$3M	Buy	14,790 +41	+0.3%	+$8.29K	0.74%	35
2024 Q1	$3.1M	Buy	14,749 +115	+0.8%	+$22.9K	0.81%	34
2023 Q4	$2.94M	Buy	14,634 +47	+0.3%	+$8.42K	0.84%	33
2023 Q3	$2.56M	Hold	14,587	–	–	0.8%	33
2023 Q2	$2.73M	Sell	14,587 -971	-6%	-$173K	0.82%	30
2023 Q1	$2.78M	Buy	15,558 +55	+0.4%	+$10.1K	0.88%	28
2022 Q4	$2.7M	Sell	15,503 -3,234	-17%	-$575K	0.95%	25
2022 Q3	$3.11M	Sell	18,737 -99	-0.5%	-$18.1K	1.19%	18
2022 Q2	$3.19M	Sell	18,836 -44	-0.2%	-$8.11K	1.19%	17
2022 Q1	$3.88M	Sell	18,880 -90	-0.5%	-$18.4K	1.24%	18
2021 Q4	$4.22M	Buy	18,970 +115	+0.6%	+$26K	1.32%	18
2021 Q3	$4.13M	Sell	18,855 -31	-0.2%	-$6.87K	1.55%	16
2021 Q2	$4.33M	Buy	18,886 +340	+2%	+$76.4K	1.64%	15
2021 Q1	$4.1M	Sell	18,546 -373	-2%	-$81.4K	1.81%	13
2020 Q4	$3.71M	Sell	18,919 -242	-1%	-$42.3K	1.71%	14
2020 Q3	$3.01M	Sell	19,161 -1,151	-6%	-$173K	1.41%	18
2020 Q2	$2.91M	Sell	20,312 -13,717	-40%	-$1.8M	1.54%	17
2020 Q1	$3.66M	Buy	+34,029	New	+$5.07M	2.35%	9

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

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

RB Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 41% in Q2 2026, selling an estimated $1.03M and leaving 5,268 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #66.

RB Capital Management first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.33M in Q2 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

RB Capital Management held 5,268 shares of iShares Russell 2000 ETF worth $1.58M as of Q2 2026.
RB Capital Management sold 3,649 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.03M.
iShares Russell 2000 ETF made up 0.31% of RB Capital Management's portfolio in Q2 2026, its #66 holding.
RB Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
RB Capital Management's iShares Russell 2000 ETF position peaked at $4.33M in Q2 2021.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on RB Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.