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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Schoolcraft Capital's IWM Position: Q1 2026 in Review

Schoolcraft Capital reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q1 2026, selling an estimated $29.1K and leaving 9,982 shares worth $2.48M. The position accounts for 0.48% of the portfolio, ranked #28.

Schoolcraft Capital first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.92M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Schoolcraft Capital held 9,982 shares of iShares Russell 2000 ETF worth $2.48M as of Q1 2026.
  • Schoolcraft Capital sold 113 iShares Russell 2000 ETF shares in Q1 2026, an estimated $29.1K.
  • iShares Russell 2000 ETF made up 0.48% of Schoolcraft Capital's portfolio in Q1 2026, its #28 holding.
  • Schoolcraft Capital first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • Schoolcraft Capital's iShares Russell 2000 ETF position peaked at $4.92M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.