Ring Mountain Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Ring Mountain Capital’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	$293K	Sell	976 -18	-2%	-$5.06K	0.12%	82
2026 Q1	$247K	Buy	994 +3	+0.3%	+$774	0.14%	83
2025 Q4	$263K	Buy	991 +1	+0.1%	+$246	0.13%	85
2025 Q3	$240K	Sell	990 -27	-3%	-$6.2K	0.13%	86
2025 Q2	$226K	Sell	1,017 -58	-5%	-$11.7K	0.14%	89
2025 Q1	$214K	Buy	1,075 +61	+6%	+$13.2K	0.16%	86
2024 Q4	$224K	Buy	+1,014	New	+$231K	0.15%	85

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

Ring Mountain Capital's IWM Position: Q2 2026 in Review

Ring Mountain Capital reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q2 2026, selling an estimated $5.06K and leaving 976 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #82.

Ring Mountain Capital first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ring Mountain Capital held 976 shares of iShares Russell 2000 ETF worth $293K as of Q2 2026.
Ring Mountain Capital sold 18 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.06K.
iShares Russell 2000 ETF made up 0.12% of Ring Mountain Capital's portfolio in Q2 2026, its #82 holding.
Ring Mountain Capital first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.