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

Wedmont 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
Q2 		$5.29M Buy
17,876
+2,552
+17% +$717K 0.15% 88
2026
Q1 		$3.99M Buy
15,324
+2,428
+19% +$626K 0.13% 89
2025
Q4 		$3.29M Buy
12,896
+667
+5% +$164K 0.11% 109
2025
Q3 		$2.99M Buy
12,229
+507
+4% +$116K 0.11% 110
2025
Q2 		$2.62M Sell
11,722
-402
-3% -$80.9K 0.11% 110
2025
Q1 		$2.24M Buy
12,124
+3,097
+34% +$672K 0.11% 102
2024
Q4 		$1.96M Buy
9,027
+430
+5% +$98K 0.1% 113
2024
Q3 		$1.87M Buy
8,597
+52
+0.6% +$11.1K 0.11% 106
2024
Q2 		$1.82M Sell
8,545
-60
-0.7% -$12.1K 0.11% 104
2024
Q1 		$1.78M Buy
8,605
+62
+0.7% +$12.4K 0.13% 99
2023
Q4 		$1.68M Buy
8,543
+422
+5% +$75.6K 0.14% 98
2023
Q3 		$1.41M Buy
8,121
+125
+2% +$23.5K 0.14% 95
2023
Q2 		$1.53M Buy
7,996
+1
+0% +$178 0.16% 86
2023
Q1 		$1.41M Sell
7,995
-75
-0.9% -$13.8K 0.19% 80
2022
Q4 		$1.43M Sell
8,070
-564
-7% -$100K 0.21% 76
2022
Q3 		$1.42M Buy
8,634
+323
+4% +$58.9K 0.29% 57
2022
Q2 		$1.41M Sell
8,311
-285
-3% -$52.5K 0.3% 55
2022
Q1 		$1.79M Buy
8,596
+56
+0.7% +$11.4K 0.4% 43
2021
Q4 		$1.83M Buy
+8,540
New +$1.93M 0.56% 32

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wedmont Private Capital's IWM Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2026, buying an estimated $717K and bringing the position to 17,876 shares worth $5.29M. The position accounts for 0.15% of the portfolio, ranked #88.

Wedmont Private Capital first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wedmont Private Capital held 17,876 shares of iShares Russell 2000 ETF worth $5.29M as of Q2 2026.
  • Wedmont Private Capital bought 2,552 iShares Russell 2000 ETF shares in Q2 2026, an estimated $717K.
  • iShares Russell 2000 ETF made up 0.15% of Wedmont Private Capital's portfolio in Q2 2026, its #88 holding.
  • Wedmont Private Capital first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.