Valen Private Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Valen Private 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 Q3	$293K	Buy	+1,055	New	+$310K	0.09%	64

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Valen Private Capital's IWM Position: Q3 2026 in Review

Valen Private Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 1,055 shares worth $293K. The stake represents 0.09% of the portfolio and ranks #64 among its holdings.

2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Valen Private Capital held 1,055 shares of iShares Russell 2000 ETF worth $293K as of Q3 2026.
iShares Russell 2000 ETF was a new Valen Private Capital position in Q3 2026.
iShares Russell 2000 ETF made up 0.09% of Valen Private Capital's portfolio in Q3 2026, its #64 holding.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Valen Private Capital's 13F filing for Q3 2026, filed 23 Oct 2026.