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

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

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. 2,740 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.
2,740 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.