Schoolcraft Capital
IWM icon

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

Schoolcraft 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 		$2.66M Sell
9,556
-164
-2% -$48.2K 0.47% 27
2026
Q2 		$2.92M Sell
9,720
-262
-3% -$73.6K 0.52% 26
2026
Q1 		$2.48M Sell
9,982
-113
-1% -$29.1K 0.48% 28
2025
Q4 		$2.48M Sell
10,095
-22
-0.2% -$5.41K 0.48% 28
2025
Q3 		$2.45M Sell
10,117
-668
-6% -$153K 0.49% 28
2025
Q2 		$2.33M Sell
10,785
-125
-1% -$25.2K 0.47% 30
2025
Q1 		$2.18M Sell
10,910
-20
-0.2% -$4.34K 0.43% 28
2024
Q4 		$2.42M Sell
10,930
-439
-4% -$100K 0.5% 27
2024
Q3 		$2.51M Sell
11,369
-112
-1% -$24K 0.51% 27
2024
Q2 		$2.33M Buy
11,481
+292
+3% +$59K 0.5% 27
2024
Q1 		$2.35M Sell
11,189
-42
-0.4% -$8.38K 0.55% 26
2023
Q4 		$2.25M Sell
11,231
-34
-0.3% -$6.09K 0.57% 26
2023
Q3 		$1.99M Sell
11,265
-153
-1% -$28.7K 0.56% 25
2023
Q2 		$2.14M Sell
11,418
-8,934
-44% -$1.59M 0.59% 24
2023
Q1 		$3.63M Sell
20,352
-136
-0.7% -$25K 1.05% 18
2022
Q4 		$3.57M Sell
20,488
-34
-0.2% -$6.05K 1.1% 17
2022
Q3 		$3.38M Sell
20,522
-26
-0.1% -$4.74K 1.15% 17
2022
Q2 		$3.48M Sell
20,548
-544
-3% -$100K 1.11% 17
2022
Q1 		$4.33M Sell
21,092
-154
-0.7% -$31.4K 1.33% 16
2021
Q4 		$4.73M Sell
21,246
-152
-0.7% -$34.3K 1.43% 15
2021
Q3 		$4.68M Sell
21,398
-68
-0.3% -$15.1K 1.57% 14
2021
Q2 		$4.92M Sell
21,466
-291
-1% -$65.4K 1.78% 13
2021
Q1 		$4.81M Sell
21,757
-2,248
-9% -$491K 1.92% 13
2020
Q4 		$4.71M Buy
24,005
+72
+0.3% +$12.6K 1.97% 13
2020
Q3 		$3.58M Sell
23,933
-837
-3% -$126K 1.69% 14
2020
Q2 		$3.55M Buy
24,770
+1,374
+6% +$180K 1.76% 13
2020
Q1 		$2.68M Buy
23,396
+8,265
+55% +$1.23M 1.63% 14
2019
Q4 		$2.51M Buy
15,131
+1,908
+14% +$302K 1.28% 17
2019
Q3 		$2M Buy
13,223
+1,784
+16% +$272K 1.15% 17
2019
Q2 		$1.78M Buy
11,439
+103
+0.9% +$15.9K 1.06% 17
2019
Q1 		$1.74M Buy
+11,336
New +$1.7M 1.12% 18

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Schoolcraft Capital's IWM Position: Q3 2026 in Review

Schoolcraft Capital reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q3 2026, selling an estimated $48.2K and leaving 9,556 shares worth $2.66M. The position accounts for 0.47% of the portfolio, ranked #27.

Schoolcraft Capital first reported a position in IWM in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.92M in Q2 2021. 1,809 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Schoolcraft Capital held 9,556 shares of iShares Russell 2000 ETF worth $2.66M as of Q3 2026.
  • Schoolcraft Capital sold 164 iShares Russell 2000 ETF shares in Q3 2026, an estimated $48.2K.
  • iShares Russell 2000 ETF made up 0.47% of Schoolcraft Capital's portfolio in Q3 2026, its #27 holding.
  • Schoolcraft Capital first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 31 quarters since.
  • Schoolcraft Capital's iShares Russell 2000 ETF position peaked at $4.92M in Q2 2021.
  • 1,809 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.