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

Traynor 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 		$414K Sell
1,377
-175
-11% -$49.2K 0.02% 216
2026
Q1 		$372K Buy
1,552
+292
+23% +$75.3K 0.02% 210
2025
Q4 		$310K Buy
1,260
+183
+17% +$45K 0.02% 247
2025
Q3 		$261K Buy
1,077
+51
+5% +$11.7K 0.01% 267
2025
Q2 		$224K Sell
1,026
-123
-11% -$24.8K 0.02% 221
2025
Q1 		$229K Sell
1,149
-2,055
-64% -$446K 0.02% 187
2024
Q4 		$708K Buy
3,204
+1,717
+115% +$391K 0.05% 122
2024
Q3 		$329K Buy
1,487
+479
+48% +$102K 0.02% 173
2024
Q2 		$205K Sell
1,008
-151
-13% -$30.5K 0.02% 218
2024
Q1 		$244K Buy
1,159
+27
+2% +$5.39K 0.02% 205
2023
Q4 		$227K Sell
1,132
-903
-44% -$162K 0.02% 185
2023
Q3 		$360K Sell
2,035
-54
-3% -$10.1K 0.05% 146
2023
Q2 		$391K Buy
2,089
+227
+12% +$40.5K 0.05% 135
2023
Q1 		$332K Buy
1,862
+3
+0.2% +$552 0.05% 143
2022
Q4 		$324K Buy
1,859
+9
+0.5% +$1.6K 0.05% 141
2022
Q3 		$305K Buy
1,850
+8
+0.4% +$1.46K 0.05% 129
2022
Q2 		$311K Buy
1,842
+789
+75% +$145K 0.05% 117
2022
Q1 		$216K Buy
1,053
+16
+2% +$3.26K 0.03% 169
2021
Q4 		$230K Buy
1,037
+96
+10% +$21.7K 0.03% 172
2021
Q3 		$205K Sell
941
-835
-47% -$185K 0.03% 175
2021
Q2 		$407K Sell
1,776
-61
-3% -$13.7K 0.06% 127
2021
Q1 		$406K Buy
+1,837
New +$401K 0.07% 113
2018
Q4 		– Sell
-1,376
Closed -$231K – 180
2018
Q3 		$231K Buy
1,376
+3
+0.2% +$506 0.08% 162
2018
Q2 		$226K Buy
+1,373
New +$220K 0.08% 157
2015
Q2 		– Sell
-1,643
Closed -$204K – 145
2015
Q1 		$204K Sell
1,643
-212
-11% -$25.6K 0.2% 109
2014
Q4 		$221K Buy
+1,855
New +$212K 0.26% 91

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Traynor Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $49.2K and leaving 1,377 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #216.

Traynor Capital Management first reported a position in IWM in Q4 2014 and has held it in 26 quarters since. The position peaked at $708K in Q4 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Traynor Capital Management held 1,377 shares of iShares Russell 2000 ETF worth $414K as of Q2 2026.
  • Traynor Capital Management sold 175 iShares Russell 2000 ETF shares in Q2 2026, an estimated $49.2K.
  • iShares Russell 2000 ETF made up 0.02% of Traynor Capital Management's portfolio in Q2 2026, its #216 holding.
  • Traynor Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 26 quarters since.
  • Traynor Capital Management's iShares Russell 2000 ETF position peaked at $708K in Q4 2024.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.