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

Wellington Shields 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 		$524K Buy
2,113
+560
+36% +$144K 0.08% 151
2025
Q4 		$382K Buy
1,553
+550
+55% +$135K 0.06% 175
2025
Q3 		$243K Buy
1,003
+150
+18% +$34.4K 0.04% 228
2025
Q2 		$184K Buy
+853
New +$172K 0.03% 236
2025
Q1 		– Sell
-2,585
Closed -$571K – 325
2024
Q4 		$571K Hold
2,585
– – 0.1% 139
2024
Q3 		$571K Sell
2,585
-1,125
-30% -$241K 0.1% 146
2024
Q2 		$753K Hold
3,710
– – 0.14% 126
2024
Q1 		$780K Buy
+3,710
New +$740K 0.15% 124
2022
Q1 		– Sell
-2,189
Closed -$487K – 337
2021
Q4 		$487K Sell
2,189
-703
-24% -$159K 0.06% 212
2021
Q3 		$633K Buy
2,892
+52
+2% +$11.5K 0.09% 158
2021
Q2 		$651K Sell
2,840
-849
-23% -$191K 0.08% 182
2021
Q1 		$815K Buy
3,689
+2,200
+148% +$480K 0.08% 169
2020
Q4 		$292K Buy
+1,489
New +$261K 0.04% 224
2019
Q2 		– Sell
-1,709
Closed -$262K – 282
2019
Q1 		$262K Sell
1,709
-100
-6% -$15K 0.04% 248
2018
Q4 		$242K Hold
1,809
– – 0.05% 239
2018
Q3 		$305K Hold
1,809
– – 0.05% 242
2018
Q2 		$296K Hold
1,809
– – 0.05% 246
2018
Q1 		$275K Buy
1,809
+54
+3% +$8.34K 0.04% 273
2017
Q4 		$268K Sell
1,755
-100
-5% -$15K 0.04% 292
2017
Q3 		$275K Buy
1,855
+100
+6% +$14.1K 0.05% 272
2017
Q2 		$247K Hold
1,755
– – 0.04% 287
2017
Q1 		$241K Buy
1,755
+225
+15% +$30.7K 0.04% 284
2016
Q4 		$206K Buy
+1,530
New +$196K 0.03% 297

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

Wellington Shields Capital Management's IWM Position: Q1 2026 in Review

Wellington Shields Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 36% in Q1 2026, buying an estimated $144K and bringing the position to 2,113 shares worth $524K. The position accounts for 0.08% of the portfolio, ranked #151.

Wellington Shields Capital Management first reported a position in IWM in Q4 2016 and has held it in 23 quarters since. The position peaked at $815K in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wellington Shields Capital Management held 2,113 shares of iShares Russell 2000 ETF worth $524K as of Q1 2026.
  • Wellington Shields Capital Management bought 560 iShares Russell 2000 ETF shares in Q1 2026, an estimated $144K.
  • iShares Russell 2000 ETF made up 0.08% of Wellington Shields Capital Management's portfolio in Q1 2026, its #151 holding.
  • Wellington Shields Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 23 quarters since.
  • Wellington Shields Capital Management's iShares Russell 2000 ETF position peaked at $815K in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.