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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
Q2 		$798K Sell
2,657
-75
-3% -$21.1K 0.25% 71
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TAGStone Capital's IWM Position: Q2 2026 in Review

TAGStone Capital reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2026, selling an estimated $21.1K and leaving 2,657 shares worth $798K. The position accounts for 0.25% of the portfolio, ranked #71.

TAGStone Capital first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • TAGStone Capital held 2,657 shares of iShares Russell 2000 ETF worth $798K as of Q2 2026.
  • TAGStone Capital sold 75 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Russell 2000 ETF made up 0.25% of TAGStone Capital's portfolio in Q2 2026, its #71 holding.
  • TAGStone Capital first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.