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Shelton Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Shelton Capital Management’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 		$2.27M Sell
9,150
-22
-0.2% -$5.67K 0.05% 208
2025
Q4 		$2.26M Buy
9,172
+4,391
+92% +$1.08M 0.04% 214
2025
Q3 		$1.16M Buy
4,781
+2,177
+84% +$500K 0.02% 255
2025
Q2 		$562K Buy
2,604
+299
+13% +$60.2K 0.01% 323
2025
Q1 		$460K Buy
2,305
+35
+2% +$7.59K 0.01% 346
2024
Q4 		$502K Buy
2,270
+899
+66% +$205K 0.01% 346
2024
Q3 		$303K Hold
1,371
– – 0.01% 498
2024
Q2 		$278K Buy
1,371
+12
+0.9% +$2.42K 0.01% 518
2024
Q1 		$286K Sell
1,359
-52
-4% -$10.4K 0.01% 557
2023
Q4 		$283K Sell
1,411
-366
-21% -$65.6K 0.01% 532
2023
Q3 		$314K Sell
1,777
-12
-0.7% -$2.25K 0.01% 452
2023
Q2 		$335K Buy
1,789
+82
+5% +$14.6K 0.01% 440
2023
Q1 		$305K Sell
1,707
-912
-35% -$168K 0.01% 461
2022
Q4 		$457K Sell
2,619
-50
-2% -$8.89K 0.05% 287
2022
Q3 		$440K Sell
2,669
-30
-1% -$5.47K 0.02% 330
2022
Q2 		$457K Buy
2,699
+86
+3% +$15.9K 0.02% 342
2022
Q1 		$536K Buy
2,613
+39
+2% +$7.96K 0.02% 343
2021
Q4 		$573K Buy
2,574
+33
+1% +$7.46K 0.02% 336
2021
Q3 		$556K Sell
2,541
-294
-10% -$65.2K 0.02% 339
2021
Q2 		$650K Sell
2,835
-50
-2% -$11.2K 0.02% 327
2021
Q1 		$637K Sell
2,885
-1,337
-32% -$292K 0.02% 334
2020
Q4 		$828K Sell
4,222
-150
-3% -$26.2K 0.04% 276
2020
Q3 		$655K Sell
4,372
-4,750
-52% -$715K 0.03% 395
2020
Q2 		$1.31M Sell
9,122
-368
-4% -$48.3K 0.07% 224
2020
Q1 		$1.09M Buy
9,490
+77
+0.8% +$11.5K 0.08% 212
2019
Q4 		$1.56M Sell
9,413
-118
-1% -$18.6K 0.09% 193
2019
Q3 		$1.44M Sell
9,531
-1,405
-13% -$215K 0.09% 192
2019
Q2 		$1.7M Buy
10,936
+9,234
+543% +$1.42M 0.1% 184
2019
Q1 		$11.1K Sell
1,702
-7,789
-82% -$1.17M 0.04% 367
2018
Q4 		$1.27M Sell
9,491
-5,373
-36% -$802K 0.09% 192
2018
Q3 		$2.5M Buy
14,864
+5,000
+51% +$844K 0.14% 141
2018
Q2 		$1.61M Buy
9,864
+286
+3% +$45.8K 0.1% 182
2018
Q1 		$1.45M Sell
9,578
-1,106
-10% -$171K 0.1% 183
2017
Q4 		$1.63M Sell
10,684
-1,100
-9% -$165K 0.1% 169
2017
Q3 		$1.75M Sell
11,784
-2,800
-19% -$394K 0.12% 165
2017
Q2 		$2.06M Buy
14,584
+45
+0.3% +$6.23K 0.15% 141
2017
Q1 		$2M Sell
14,539
-223
-2% -$30.5K 0.14% 134
2016
Q4 		$1.99M Sell
14,762
-2,360
-14% -$302K 0.15% 139
2016
Q3 		$2.13M Sell
17,122
-21
-0.1% -$2.55K 0.18% 113
2016
Q2 		$1.97M Hold
17,143
– – 0.17% 110
2016
Q1 		$1.9M Sell
17,143
-2,319
-12% -$240K 0.17% 116
2015
Q4 		$2.19M Buy
19,462
+1,891
+11% +$218K 0.21% 99
2015
Q3 		$1.92M Buy
17,571
+332
+2% +$39.4K 0.21% 99
2015
Q2 		$2.15M Sell
17,239
-635
-4% -$79.3K 0.22% 94
2015
Q1 		$2.22M Sell
17,874
-873
-5% -$105K 0.24% 90
2014
Q4 		$2.24M Buy
18,747
+230
+1% +$26.3K 0.26% 86
2014
Q3 		$2.02M Hold
18,517
– – 0.27% 82
2014
Q2 		$2.2M Buy
18,517
+1,414
+8% +$161K 0.31% 70
2014
Q1 		$1.99M Buy
17,103
+1,272
+8% +$147K 0.29% 74
2013
Q4 		$1.83M Sell
15,831
-88
-0.6% -$9.72K 0.28% 74
2013
Q3 		$1.7M Sell
15,919
-3,133
-16% -$324K 0.28% 76
2013
Q2 		$1.85M Buy
+19,052
New +$1.82M 0.34% 70

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

Shelton Capital Management's IWM Position: Q1 2026 in Review

Shelton Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q1 2026, selling an estimated $5.67K and leaving 9,150 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #208.

Shelton Capital Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.5M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Shelton Capital Management held 9,150 shares of iShares Russell 2000 ETF worth $2.27M as of Q1 2026.
  • Shelton Capital Management sold 22 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.67K.
  • iShares Russell 2000 ETF made up 0.05% of Shelton Capital Management's portfolio in Q1 2026, its #208 holding.
  • Shelton Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's iShares Russell 2000 ETF position peaked at $2.5M in Q3 2018.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.