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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
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

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

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

Triumph Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 22% in Q2 2026, selling an estimated $1.32M and leaving 16,870 shares worth $5.07M. The position accounts for 0.92% of the portfolio, ranked #24.

Triumph Capital Management first reported a position in IWM in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.99M in Q2 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Triumph Capital Management held 16,870 shares of iShares Russell 2000 ETF worth $5.07M as of Q2 2026.
  • Triumph Capital Management sold 4,709 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.32M.
  • iShares Russell 2000 ETF made up 0.92% of Triumph Capital Management's portfolio in Q2 2026, its #24 holding.
  • Triumph Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 19 quarters since.
  • Triumph Capital Management's iShares Russell 2000 ETF position peaked at $5.99M in Q2 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.