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

Sunbeam 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 		$260K Hold
865
– – 0.12% 108
2026
Q1 		$215K Hold
865
– – 0.12% 106
2025
Q4 		$213K Hold
865
– – 0.13% 101
2025
Q3 		$209K Buy
+865
New +$198K 0.13% 98

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Sunbeam Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 865 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #108.

Sunbeam Capital Management first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 1,348 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sunbeam Capital Management held 865 shares of iShares Russell 2000 ETF worth $260K as of Q2 2026.
  • Sunbeam Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.12% of Sunbeam Capital Management's portfolio in Q2 2026, its #108 holding.
  • Sunbeam Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,348 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.