RCA
IWM icon

Runnymede Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Runnymede Capital Advisors’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 		$1.73M Buy
5,766
+45
+0.8% +$12.6K 1.03% 18
2026
Q1 		$1.42M Buy
+5,721
New +$1.48M 1.22% 16
2025
Q4 		– Sell
-5,688
Closed -$1.38M – 92
2025
Q3 		$1.38M Hold
5,688
– – 1.13% 19
2025
Q2 		$1.23M Hold
5,688
– – 1.13% 20
2025
Q1 		$1.13M Sell
5,688
-570
-9% -$124K 1.09% 21
2024
Q4 		$1.38M Buy
+6,258
New +$1.43M 1.21% 17

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

Runnymede Capital Advisors's IWM Position: Q2 2026 in Review

Runnymede Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.79% in Q2 2026, buying an estimated $12.6K and bringing the position to 5,766 shares worth $1.73M. The position accounts for 1.03% of the portfolio, ranked #18.

Runnymede Capital Advisors first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 1,083 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Runnymede Capital Advisors held 5,766 shares of iShares Russell 2000 ETF worth $1.73M as of Q2 2026.
  • Runnymede Capital Advisors bought 45 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.6K.
  • iShares Russell 2000 ETF made up 1.03% of Runnymede Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Runnymede Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,083 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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