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

TAGStone 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 		$678K Sell
2,732
-24
-0.9% -$6.19K 0.24% 73
2025
Q4 		$678K Sell
2,756
-62
-2% -$15.2K 0.25% 70
2025
Q3 		$682K Sell
2,818
-50
-2% -$11.5K 0.27% 63
2025
Q2 		$632K Sell
2,868
-14
-0.5% -$2.82K 0.26% 67
2025
Q1 		$575K Sell
2,882
-12
-0.4% -$2.6K 0.28% 62
2024
Q4 		$639K Buy
2,894
+7
+0.2% +$1.6K 0.31% 54
2024
Q3 		$638K Hold
2,887
– – 0.33% 52
2024
Q2 		$586K Sell
2,887
-96
-3% -$19.4K 0.33% 51
2024
Q1 		$627K Buy
2,983
+7
+0.2% +$1.4K 0.37% 48
2023
Q4 		$597K Buy
2,976
+3
+0.1% +$537 0.39% 48
2023
Q3 		$528K Hold
2,973
– – 0.39% 48
2023
Q2 		$557K Buy
2,973
+8
+0.3% +$1.43K 0.4% 46
2023
Q1 		$529K Buy
2,965
+11
+0.4% +$2.02K 0.4% 53
2022
Q4 		$515K Buy
2,954
+28
+1% +$4.98K 0.43% 51
2022
Q3 		$483K Hold
2,926
– – 0.45% 49
2022
Q2 		$496K Buy
2,926
+9
+0.3% +$1.66K 0.47% 50
2022
Q1 		$599K Buy
2,917
+5
+0.2% +$1.02K 0.51% 44
2021
Q4 		$648K Buy
+2,912
New +$658K 0.54% 42

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

TAGStone Capital's IWM Position: Q1 2026 in Review

TAGStone Capital reduced its iShares Russell 2000 ETF (IWM) stake by 0.87% in Q1 2026, selling an estimated $6.19K and leaving 2,732 shares worth $678K. The position accounts for 0.24% of the portfolio, ranked #73.

TAGStone Capital first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $682K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • TAGStone Capital held 2,732 shares of iShares Russell 2000 ETF worth $678K as of Q1 2026.
  • TAGStone Capital sold 24 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.19K.
  • iShares Russell 2000 ETF made up 0.24% of TAGStone Capital's portfolio in Q1 2026, its #73 holding.
  • TAGStone Capital first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • TAGStone Capital's iShares Russell 2000 ETF position peaked at $682K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.