Sage Rhino Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Sage Rhino 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	$1.98M	Buy	6,582 +1	+0%	+$281	0.32%	67
2026 Q1	$1.63M	Hold	6,581	–	–	0.31%	66
2025 Q4	$1.62M	Buy	6,581 +1	+0%	+$246	0.31%	67
2025 Q3	$1.59M	Hold	6,580	–	–	0.31%	66
2025 Q2	$1.42M	Hold	6,580	–	–	0.3%	65
2025 Q1	$1.31M	Sell	6,580 -23	-0.3%	-$4.99K	0.3%	64
2024 Q4	$1.46M	Hold	6,603	–	–	0.32%	62
2024 Q3	$1.46M	Sell	6,603 -15	-0.2%	-$3.21K	0.32%	62
2024 Q2	$1.34M	Hold	6,618	–	–	0.32%	67
2024 Q1	$1.39M	Hold	6,618	–	–	0.33%	64
2023 Q4	$1.33M	Sell	6,618 -65	-1%	-$11.6K	0.34%	60
2023 Q3	$1.18M	Hold	6,683	–	–	0.33%	63
2023 Q2	$1.25M	Hold	6,683	–	–	0.35%	63
2023 Q1	$1.19M	Hold	6,683	–	–	0.35%	60
2022 Q4	$1.17M	Hold	6,683	–	–	0.37%	57
2022 Q3	$1.1M	Hold	6,683	–	–	0.44%	42
2022 Q2	$1.13M	Hold	6,683	–	–	0.43%	44
2022 Q1	$1.37M	Hold	6,683	–	–	0.42%	41
2021 Q4	$1.49M	Hold	6,683	–	–	0.42%	42
2021 Q3	$1.46M	Hold	6,683	–	–	0.44%	42
2021 Q2	$1.53M	Buy	6,683 +81	+1%	+$18.2K	0.45%	40
2021 Q1	$1.46M	Hold	6,602	–	–	0.48%	38
2020 Q4	$1.29M	Hold	6,602	–	–	0.51%	36
2020 Q3	$989K	Hold	6,602	–	–	0.48%	40
2020 Q2	$945K	Hold	6,602	–	–	0.5%	42
2020 Q1	$756K	Buy	6,602 +200	+3%	+$29.8K	0.54%	40
2019 Q4	$1.06M	Hold	6,402	–	–	0.6%	39
2019 Q3	$969K	Hold	6,402	–	–	0.61%	38
2019 Q2	$996K	Hold	6,402	–	–	0.64%	38
2019 Q1	$980K	Buy	+6,402	New	+$962K	0.65%	35

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

Sage Rhino Capital's IWM Position: Q2 2026 in Review

Sage Rhino Capital increased its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q2 2026, buying an estimated $281 and bringing the position to 6,582 shares worth $1.98M. The position accounts for 0.32% of the portfolio, ranked #67.

Sage Rhino Capital first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sage Rhino Capital held 6,582 shares of iShares Russell 2000 ETF worth $1.98M as of Q2 2026.
Sage Rhino Capital bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.32% of Sage Rhino Capital's portfolio in Q2 2026, its #67 holding.
Sage Rhino Capital first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.