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

Solstein 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 Q1	$2.73K	Hold	11	–	–	﹤0.01%	390
2025 Q4	$2.71K	Hold	11	–	–	﹤0.01%	408
2025 Q3	$2.66K	Hold	11	–	–	﹤0.01%	400
2025 Q2	$2.37K	Hold	11	–	–	﹤0.01%	439
2025 Q1	$2.19K	Hold	11	–	–	﹤0.01%	298
2024 Q4	$2.43K	Hold	11	–	–	﹤0.01%	296
2024 Q3	$2.43K	Hold	11	–	–	﹤0.01%	297
2024 Q2	$2.23K	Hold	11	–	–	﹤0.01%	297
2024 Q1	$2.31K	Hold	11	–	–	﹤0.01%	292
2023 Q4	$2.21K	Buy	+11	New	+$1.97K	﹤0.01%	293
2021 Q4	–	Sell	-392	Closed	-$86K	–	445
2021 Q3	$86K	Sell	392 -2,303	-85%	-$511K	0.05%	185
2021 Q2	$618K	Buy	2,695 +328	+14%	+$73.7K	0.76%	39
2021 Q1	$523K	Buy	2,367 +217	+10%	+$47.4K	0.71%	38
2020 Q4	$440	Buy	+2,150	New	+$376K	0.18%	42

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Solstein Capital's IWM Position: Q1 2026 in Review

Solstein Capital held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 11 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Solstein Capital first reported a position in IWM in Q4 2020 and has held it in 14 quarters since. The position peaked at $618K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Solstein Capital held 11 shares of iShares Russell 2000 ETF worth $2.73K as of Q1 2026.
Solstein Capital left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Solstein Capital's portfolio in Q1 2026, its #390 holding.
Solstein Capital first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 14 quarters since.
Solstein Capital's iShares Russell 2000 ETF position peaked at $618K in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.