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Sapient Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Sapient 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 		$975K Buy
3,244
+137
+4% +$38.5K 0.01% 204
2026
Q1 		$771K Buy
3,107
+661
+27% +$171K 0.01% 223
2025
Q4 		$607K Buy
2,446
+260
+12% +$63.9K 0.01% 248
2025
Q3 		$528K Buy
2,186
+61
+3% +$14K 0.01% 254
2025
Q2 		$459K Sell
2,125
-67
-3% -$13.5K 0.01% 261
2025
Q1 		$437K Buy
2,192
+433
+25% +$93.9K 0.01% 253
2024
Q4 		$389K Buy
1,759
+252
+17% +$57.5K 0.01% 270
2024
Q3 		$333K Buy
1,507
+79
+6% +$16.9K 0.01% 302
2024
Q2 		$290K Hold
1,428
– – 0.01% 290
2024
Q1 		$300K Sell
1,428
-16
-1% -$3.19K 0.01% 292
2023
Q4 		$290K Buy
+1,444
New +$259K 0.01% 300

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

Sapient Capital's IWM Position: Q2 2026 in Review

Sapient Capital increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, buying an estimated $38.5K and bringing the position to 3,244 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #204.

Sapient Capital first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,094 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sapient Capital held 3,244 shares of iShares Russell 2000 ETF worth $975K as of Q2 2026.
  • Sapient Capital bought 137 iShares Russell 2000 ETF shares in Q2 2026, an estimated $38.5K.
  • iShares Russell 2000 ETF made up 0.01% of Sapient Capital's portfolio in Q2 2026, its #204 holding.
  • Sapient Capital first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,094 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.