Sonata Capital Group
IWM icon

Sonata Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sonata Capital Group’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
Q3 		$2.58M Buy
9,272
+57
+0.6% +$16.7K 0.82% 30
2026
Q2 		$2.77M Buy
9,215
+934
+11% +$262K 0.89% 28
2026
Q1 		$2.05M Buy
8,281
+645
+8% +$166K 0.76% 35
2025
Q4 		$1.88M Sell
7,636
-111
-1% -$27.3K 0.68% 35
2025
Q3 		$1.87M Buy
7,747
+15
+0.2% +$3.44K 0.69% 35
2025
Q2 		$1.67M Buy
7,732
+15
+0.2% +$3.02K 0.67% 38
2025
Q1 		$1.54M Sell
7,717
-354
-4% -$76.8K 0.67% 36
2024
Q4 		$1.78M Buy
8,071
+1,495
+23% +$341K 0.74% 35
2024
Q3 		$1.45M Buy
6,576
+515
+8% +$110K 0.61% 39
2024
Q2 		$1.23M Buy
6,061
+179
+3% +$36.2K 0.63% 30
2024
Q1 		$1.24M Buy
5,882
+1,102
+23% +$220K 0.56% 38
2023
Q4 		$959K Buy
4,780
+1,266
+36% +$227K 0.48% 41
2023
Q3 		$621K Buy
3,514
+95
+3% +$17.8K 0.33% 53
2023
Q2 		$640K Buy
3,419
+1,795
+111% +$320K 0.33% 55
2023
Q1 		$290K Buy
1,624
+259
+19% +$47.7K 0.16% 88
2022
Q4 		$238K Buy
1,365
+38
+3% +$6.76K 0.13% 97
2022
Q3 		$219K Buy
1,327
+134
+11% +$24.4K 0.12% 101
2022
Q2 		$202K Buy
1,193
+90
+8% +$16.6K 0.1% 107
2022
Q1 		$226K Sell
1,103
-60
-5% -$12.2K 0.1% 111
2021
Q4 		$259K Buy
1,163
+85
+8% +$19.2K 0.11% 109
2021
Q3 		$236K Buy
+1,078
New +$239K 0.11% 117

Other funds holding IWM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Sonata Capital Group's IWM Position: Q3 2026 in Review

Sonata Capital Group increased its iShares Russell 2000 ETF (IWM) stake by 0.62% in Q3 2026, buying an estimated $16.7K and bringing the position to 9,272 shares worth $2.58M. The position accounts for 0.82% of the portfolio, ranked #30.

Sonata Capital Group first reported a position in IWM in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.77M in Q2 2026. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Sonata Capital Group held 9,272 shares of iShares Russell 2000 ETF worth $2.58M as of Q3 2026.
  • Sonata Capital Group bought 57 iShares Russell 2000 ETF shares in Q3 2026, an estimated $16.7K.
  • iShares Russell 2000 ETF made up 0.82% of Sonata Capital Group's portfolio in Q3 2026, its #30 holding.
  • Sonata Capital Group first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 21 quarters since.
  • Sonata Capital Group's iShares Russell 2000 ETF position peaked at $2.77M in Q2 2026.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.