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

Sierra 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 		$9.69M Sell
32,243
-1,264
-4% -$355K 0.94% 28
2026
Q1 		$8.31M Sell
33,507
-1,489
-4% -$384K 0.91% 32
2025
Q4 		$8.62M Buy
34,996
+7
+0% +$1.72K 0.91% 30
2025
Q3 		$8.47M Sell
34,989
-214
-0.6% -$49.1K 0.93% 30
2025
Q2 		$7.6M Sell
35,203
-6,374
-15% -$1.28M 0.88% 35
2025
Q1 		$8.29M Sell
41,577
-3,714
-8% -$806K 1% 29
2024
Q4 		$10M Sell
45,291
-13,486
-23% -$3.07M 1.19% 22
2024
Q3 		$13M Sell
58,777
-156
-0.3% -$33.4K 1.55% 18
2024
Q2 		$12M Sell
58,933
-6,236
-10% -$1.26M 1.6% 19
2024
Q1 		$13.7M Sell
65,169
-839
-1% -$167K 1.79% 13
2023
Q4 		$13.2M Buy
66,008
+162
+0.2% +$29K 1.94% 12
2023
Q3 		$11.6M Hold
65,846
– – 1.87% 12
2023
Q2 		$12.3M Sell
65,846
-14,638
-18% -$2.61M 1.95% 13
2023
Q1 		$14.4M Sell
80,484
-9,011
-10% -$1.66M 2.33% 9
2022
Q4 		$15.6M Buy
89,495
+9,399
+12% +$1.67M 2.67% 8
2022
Q3 		$13.2M Buy
80,096
+2,466
+3% +$450K 2.46% 9
2022
Q2 		$13.1M Buy
77,630
+1,671
+2% +$308K 2.38% 8
2022
Q1 		$15.6M Sell
75,959
-2,151
-3% -$439K 2.46% 8
2021
Q4 		$17.4M Sell
78,110
-1,665
-2% -$376K 2.59% 8
2021
Q3 		$18.2M Buy
79,775
+1,814
+2% +$402K 3.06% 5
2021
Q2 		$17.9M Sell
77,961
-70
-0.1% -$15.7K 3.32% 5
2021
Q1 		$17.2M Buy
+78,031
New +$17M 3.23% 5

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sierra Capital's IWM Position: Q2 2026 in Review

Sierra Capital reduced its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, selling an estimated $355K and leaving 32,243 shares worth $9.69M. The position accounts for 0.94% of the portfolio, ranked #28.

Sierra Capital first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.2M in Q3 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sierra Capital held 32,243 shares of iShares Russell 2000 ETF worth $9.69M as of Q2 2026.
  • Sierra Capital sold 1,264 iShares Russell 2000 ETF shares in Q2 2026, an estimated $355K.
  • iShares Russell 2000 ETF made up 0.94% of Sierra Capital's portfolio in Q2 2026, its #28 holding.
  • Sierra Capital first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Sierra Capital's iShares Russell 2000 ETF position peaked at $18.2M in Q3 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.