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 Q2	$4.12M	Buy	13,706 +477	+4%	+$134K	2.1%	11
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Viewpoint Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q2 2026, buying an estimated $134K and bringing the position to 13,706 shares worth $4.12M. The position accounts for 2.1% of the portfolio, ranked #11.

Viewpoint Capital Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Viewpoint Capital Management held 13,706 shares of iShares Russell 2000 ETF worth $4.12M as of Q2 2026.
Viewpoint Capital Management bought 477 iShares Russell 2000 ETF shares in Q2 2026, an estimated $134K.
iShares Russell 2000 ETF made up 2.1% of Viewpoint Capital Management's portfolio in Q2 2026, its #11 holding.
Viewpoint Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.