SCM
IWM icon

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

SOL 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 		– Sell
-2,516
Closed -$619K – 175
2025
Q4 		$619K Buy
2,516
+199
+9% +$48.9K 0.06% 219
2025
Q3 		$561K Sell
2,317
-125
-5% -$28.7K 0.05% 222
2025
Q2 		$527K Sell
2,442
-420
-15% -$84.5K 0.05% 227
2025
Q1 		$571K Sell
2,862
-15
-0.5% -$3.25K 0.06% 215
2024
Q4 		$636K Sell
2,877
-110
-4% -$25.1K 0.07% 198
2024
Q3 		$660K Sell
2,987
-155
-5% -$33.2K 0.07% 206
2024
Q2 		$637K Sell
3,142
-25
-0.8% -$5.05K 0.08% 203
2024
Q1 		$666K Sell
3,167
-2,300
-42% -$459K 0.08% 195
2023
Q4 		$1.1M Sell
5,467
-130
-2% -$23.3K 0.15% 144
2023
Q3 		$989K Sell
5,597
-1,398
-20% -$262K 0.15% 146
2023
Q2 		$1.31M Sell
6,995
-1,766
-20% -$315K 0.2% 128
2023
Q1 		$1.56M Sell
8,761
-9,333
-52% -$1.72M 0.26% 112
2022
Q4 		$3.15M Sell
18,094
-464
-3% -$82.5K 0.56% 51
2022
Q3 		$3.06M Buy
18,558
+171
+0.9% +$31.2K 0.64% 42
2022
Q2 		$3.11M Buy
18,387
+120
+0.7% +$22.1K 0.63% 44
2022
Q1 		$3.75M Sell
18,267
-2,630
-13% -$536K 0.68% 38
2021
Q4 		$4.65M Buy
20,897
+631
+3% +$143K 0.84% 33
2021
Q3 		$4.43M Buy
20,266
+72
+0.4% +$16K 0.88% 30
2021
Q2 		$4.63M Buy
20,194
+39
+0.2% +$8.77K 0.92% 30
2021
Q1 		$4.45M Sell
20,155
-1,935
-9% -$422K 0.94% 30
2020
Q4 		$4.33M Buy
22,090
+2,702
+14% +$473K 1.01% 28
2020
Q3 		$2.9M Sell
19,388
-3,818
-16% -$574K 0.8% 35
2020
Q2 		$3.32M Sell
23,206
-6,188
-21% -$812K 0.94% 29
2020
Q1 		$3.36M Buy
29,394
+85
+0.3% +$12.7K 1.11% 22
2019
Q4 		$4.86M Buy
29,309
+16,661
+132% +$2.63M 1.22% 18
2019
Q3 		$1.91M Buy
12,648
+9,465
+297% +$1.45M 0.52% 56
2019
Q2 		$495K Sell
3,183
-150
-5% -$23.1K 0.13% 157
2019
Q1 		$510K Sell
3,333
-83
-2% -$12.5K 0.14% 149
2018
Q4 		$457K Sell
3,416
-100
-3% -$14.9K 0.15% 155
2018
Q3 		$593K Buy
3,516
+703
+25% +$119K 0.16% 141
2018
Q2 		$461K Buy
2,813
+398
+16% +$63.7K 0.13% 162
2018
Q1 		$367K Buy
2,415
+320
+15% +$49.4K 0.11% 186
2017
Q4 		$319K Hold
2,095
– – 0.09% 191
2017
Q3 		$310K Buy
2,095
+75
+4% +$10.6K 0.09% 204
2017
Q2 		$285K Buy
2,020
+340
+20% +$47.1K 0.08% 210
2017
Q1 		$231K Sell
1,680
-600
-26% -$82K 0.07% 217
2016
Q4 		$307K Hold
2,280
– – 0.09% 189
2016
Q3 		$283K Hold
2,280
– – 0.09% 181
2016
Q2 		$262K Buy
2,280
+150
+7% +$16.9K 0.09% 176
2016
Q1 		$236K Hold
2,130
– – 0.08% 182
2015
Q4 		$240K Sell
2,130
-525
-20% -$60.6K 0.09% 178
2015
Q3 		$290K Hold
2,655
– – 0.11% 158
2015
Q2 		$332K Buy
+2,655
New +$332K 0.12% 148
2015
Q1 		– Sell
-1,875
Closed -$224K – 191
2014
Q4 		$224K Hold
1,875
– – 0.09% 173
2014
Q3 		$205K Hold
1,875
– – 0.09% 173
2014
Q2 		$223K Hold
1,875
– – 0.09% 171
2014
Q1 		$218K Buy
+1,875
New +$216K 0.09% 166

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

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

SOL Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 2,516 shares — an estimated $619K sold.

SOL Capital Management first reported a position in IWM in Q1 2014 and held it in 47 quarters. The position peaked at $4.86M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • SOL Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 2,516 iShares Russell 2000 ETF shares in Q1 2026, an estimated $619K.
  • SOL Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 47 quarters.
  • SOL Capital Management's iShares Russell 2000 ETF position peaked at $4.86M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.