Triumph Capital Management
IWM icon

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

Triumph 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
Q3 		$845K Sell
3,039
-13,831
-82% -$4.06M 0.15% 152
2026
Q2 		$5.07M Sell
16,870
-4,709
-22% -$1.32M 0.92% 24
2026
Q1 		$5.35M Buy
21,579
+1,521
+8% +$392K 1.09% 23
2025
Q4 		$4.94M Sell
20,058
-473
-2% -$116K 1.07% 21
2025
Q3 		$4.97M Sell
20,531
-5,302
-21% -$1.22M 1.33% 17
2025
Q2 		$5.57M Buy
25,833
+1,026
+4% +$206K 1.67% 13
2025
Q1 		$4.95M Sell
24,807
-86
-0.3% -$18.7K 1.65% 12
2024
Q4 		$5.5M Sell
24,893
-793
-3% -$181K 1.88% 9
2024
Q3 		$5.67M Sell
25,686
-3,832
-13% -$820K 2.02% 9
2024
Q2 		$5.99M Buy
29,518
+2,782
+10% +$562K 2.34% 7
2024
Q1 		$5.57M Sell
26,736
-38
-0.1% -$7.58K 2.27% 8
2023
Q4 		$5.37M Buy
26,774
+4,093
+18% +$733K 2.28% 9
2023
Q3 		$4.03M Buy
22,681
+578
+3% +$109K 1.83% 10
2023
Q2 		$4.14M Sell
22,103
-1,244
-5% -$222K 1.88% 9
2023
Q1 		$4.17M Sell
23,347
-146
-0.6% -$26.9K 2.13% 10
2022
Q4 		$4.1M Buy
23,493
+5,586
+31% +$993K 2.19% 10
2022
Q3 		$2.95M Buy
+17,907
New +$3.27M 1.61% 13
2022
Q1 		– Sell
-4,986
Closed -$1.11M – 222
2021
Q4 		$1.11M Buy
4,986
+1,254
+34% +$283K 0.48% 50
2021
Q3 		$816K Sell
3,732
-337
-8% -$74.7K 0.38% 66
2021
Q2 		$891K Buy
+4,069
New +$915K 0.52% 46

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Triumph Capital Management's IWM Position: Q3 2026 in Review

Triumph Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 82% in Q3 2026, selling an estimated $4.06M and leaving 3,039 shares worth $845K. The position accounts for 0.15% of the portfolio, ranked #152.

Triumph Capital Management first reported a position in IWM in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.99M in Q2 2024. 1,508 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Triumph Capital Management held 3,039 shares of iShares Russell 2000 ETF worth $845K as of Q3 2026.
  • Triumph Capital Management sold 13,831 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.06M.
  • iShares Russell 2000 ETF made up 0.15% of Triumph Capital Management's portfolio in Q3 2026, its #152 holding.
  • Triumph Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 20 quarters since.
  • Triumph Capital Management's iShares Russell 2000 ETF position peaked at $5.99M in Q2 2024.
  • 1,508 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.