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

Viewpoint 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
Q1 		$3.28M Buy
13,229
+1,457
+12% +$376K 1.53% 17
2025
Q4 		$2.9M Buy
11,772
+918
+8% +$226K 1.26% 22
2025
Q3 		$2.63M Buy
10,854
+791
+8% +$181K 1.16% 26
2025
Q2 		$2.17M Buy
10,063
+175
+2% +$35.2K 1.07% 28
2025
Q1 		$1.97M Buy
9,888
+1,731
+21% +$375K 1.06% 28
2024
Q4 		$1.8M Buy
8,157
+2,035
+33% +$464K 0.95% 28
2024
Q3 		$1.35M Buy
6,122
+2,650
+76% +$567K 0.75% 33
2024
Q2 		$704K Hold
3,472
– – 0.43% 49
2024
Q1 		$730K Buy
3,472
+635
+22% +$127K 0.46% 49
2023
Q4 		$569K Buy
2,837
+332
+13% +$59.5K 0.4% 52
2023
Q3 		$443K Buy
2,505
+150
+6% +$28.2K 0.35% 54
2023
Q2 		$441K Buy
2,355
+2,055
+685% +$366K 0.34% 54
2023
Q1 		$53.5K Hold
300
– – 0.05% 99
2022
Q4 		$52.3K Buy
+300
New +$53.4K 0.05% 97

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Viewpoint Capital Management's IWM Position: Q1 2026 in Review

Viewpoint Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, buying an estimated $376K and bringing the position to 13,229 shares worth $3.28M. The position accounts for 1.53% of the portfolio, ranked #17.

Viewpoint Capital Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Viewpoint Capital Management held 13,229 shares of iShares Russell 2000 ETF worth $3.28M as of Q1 2026.
  • Viewpoint Capital Management bought 1,457 iShares Russell 2000 ETF shares in Q1 2026, an estimated $376K.
  • iShares Russell 2000 ETF made up 1.53% of Viewpoint Capital Management's portfolio in Q1 2026, its #17 holding.
  • Viewpoint Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.