SC
IWM icon

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
Q3 		$917K Buy
3,300
+56
+2% +$16.4K 0.01% 203
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Sapient Capital's IWM Position: Q3 2026 in Review

Sapient Capital increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q3 2026, buying an estimated $16.4K and bringing the position to 3,300 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #203.

Sapient Capital first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $975K in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Sapient Capital held 3,300 shares of iShares Russell 2000 ETF worth $917K as of Q3 2026.
  • Sapient Capital bought 56 iShares Russell 2000 ETF shares in Q3 2026, an estimated $16.4K.
  • iShares Russell 2000 ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #203 holding.
  • Sapient Capital first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's iShares Russell 2000 ETF position peaked at $975K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.