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

Sollinda 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 Q2	$10.3M	Sell	34,135 -94,493	-73%	-$26.6M	2.19%	12
2026 Q1	$31.9M	Sell	128,628 -949	-0.7%	-$245K	7.75%	4
2025 Q4	$31.9M	Buy	129,577 +107,439	+485%	+$26.4M	8.15%	4
2025 Q3	$5.36M	Sell	22,138 -105,398	-83%	-$24.2M	1.47%	14
2025 Q2	$27.5M	Buy	127,536 +63,539	+99%	+$12.8M	7.17%	5
2025 Q1	$12.8M	Buy	63,997 +61,619	+2,591%	+$13.4M	3.55%	9
2024 Q4	$525K	Sell	2,378 -135	-5%	-$30.8K	0.14%	35
2024 Q3	$555K	Sell	2,513 -271	-10%	-$58K	0.16%	35
2024 Q2	$565K	Sell	2,784 -41,385	-94%	-$8.36M	0.17%	33
2024 Q1	$9.29M	Sell	44,169 -31,937	-42%	-$6.37M	2.9%	10
2023 Q4	$15.3M	Buy	+76,106	New	+$13.6M	4.31%	6

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sollinda Capital Management's IWM Position: Q2 2026 in Review

Sollinda Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 73% in Q2 2026, selling an estimated $26.6M and leaving 34,135 shares worth $10.3M. The position accounts for 2.19% of the portfolio, ranked #12.

Sollinda Capital Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.9M in Q1 2026. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sollinda Capital Management held 34,135 shares of iShares Russell 2000 ETF worth $10.3M as of Q2 2026.
Sollinda Capital Management sold 94,493 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.6M.
iShares Russell 2000 ETF made up 2.19% of Sollinda Capital Management's portfolio in Q2 2026, its #12 holding.
Sollinda Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Sollinda Capital Management's iShares Russell 2000 ETF position peaked at $31.9M in Q1 2026.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sollinda Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.