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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
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
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

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

Sollinda Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.73% in Q1 2026, selling an estimated $245K and leaving 128,628 shares worth $31.9M. The position accounts for 7.75% of the portfolio, ranked #4.

Sollinda Capital Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Sollinda Capital Management held 128,628 shares of iShares Russell 2000 ETF worth $31.9M as of Q1 2026.
  • Sollinda Capital Management sold 949 iShares Russell 2000 ETF shares in Q1 2026, an estimated $245K.
  • iShares Russell 2000 ETF made up 7.75% of Sollinda Capital Management's portfolio in Q1 2026, its #4 holding.
  • Sollinda Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.