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 Q3	$260K	Sell	935 -41	-4%	-$12K	0.11%	89
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ring Mountain Capital's IWM Position: Q3 2026 in Review

Ring Mountain Capital reduced its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q3 2026, selling an estimated $12K and leaving 935 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #89.

Ring Mountain Capital first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $293K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Ring Mountain Capital held 935 shares of iShares Russell 2000 ETF worth $260K as of Q3 2026.
Ring Mountain Capital sold 41 iShares Russell 2000 ETF shares in Q3 2026, an estimated $12K.
iShares Russell 2000 ETF made up 0.11% of Ring Mountain Capital's portfolio in Q3 2026, its #89 holding.
Ring Mountain Capital first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's iShares Russell 2000 ETF position peaked at $293K in Q2 2026.
1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.