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

Windsor 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 		$914K Sell
3,041
-17
-0.6% -$4.78K 0.24% 63
2026
Q1 		$758K Sell
3,058
-6
-0.2% -$1.55K 0.21% 68
2025
Q4 		$754K Sell
3,064
-405
-12% -$99.6K 0.21% 65
2025
Q3 		$840K Sell
3,469
-7
-0.2% -$1.61K 0.23% 63
2025
Q2 		$750K Sell
3,476
-107
-3% -$21.5K 0.22% 66
2025
Q1 		$715K Buy
3,583
+102
+3% +$22.1K 0.22% 66
2024
Q4 		$769K Sell
3,481
-308
-8% -$70.2K 0.23% 62
2024
Q3 		$837K Sell
3,789
-31
-0.8% -$6.63K 0.24% 59
2024
Q2 		$775K Sell
3,820
-203
-5% -$41K 0.24% 62
2024
Q1 		$846K Sell
4,023
-45
-1% -$8.98K 0.26% 57
2023
Q4 		$817K Sell
4,068
-114
-3% -$20.4K 0.27% 58
2023
Q3 		$739K Sell
4,182
-45
-1% -$8.45K 0.26% 59
2023
Q2 		$792K Sell
4,227
-35
-0.8% -$6.24K 0.26% 58
2023
Q1 		$760K Sell
4,262
-75
-2% -$13.8K 0.26% 58
2022
Q4 		$756K Sell
4,337
-97
-2% -$17.3K 0.28% 57
2022
Q3 		$731K Sell
4,434
-15
-0.3% -$2.74K 0.27% 57
2022
Q2 		$753K Sell
4,449
-57
-1% -$10.5K 0.27% 61
2022
Q1 		$925K Sell
4,506
-84
-2% -$17.1K 0.29% 57
2021
Q4 		$1.02M Sell
4,590
-9
-0.2% -$2.03K 0.31% 55
2021
Q3 		$1.01M Sell
4,599
-139
-3% -$30.8K 0.32% 52
2021
Q2 		$1.09M Sell
4,738
-10
-0.2% -$2.25K 0.36% 48
2021
Q1 		$1.05M Sell
4,748
-744
-14% -$162K 0.36% 48
2020
Q4 		$1.08M Sell
5,492
-2
-0% -$350 0.4% 51
2020
Q3 		$822K Sell
5,494
-98
-2% -$14.7K 0.34% 58
2020
Q2 		$800K Buy
5,592
+185
+3% +$24.3K 0.34% 59
2020
Q1 		$618K Buy
5,407
+872
+19% +$130K 0.31% 64
2019
Q4 		$751K Sell
4,535
-245
-5% -$38.7K 0.32% 63
2019
Q3 		$723K Buy
4,780
+34
+0.7% +$5.19K 0.32% 63
2019
Q2 		$738K Buy
4,746
+1
+0% +$154 0.34% 64
2019
Q1 		$726K Sell
4,745
-98
-2% -$14.7K 0.34% 67
2018
Q4 		$648K Sell
4,843
-109
-2% -$16.3K 0.34% 71
2018
Q3 		$834K Sell
4,952
-114
-2% -$19.2K 0.38% 63
2018
Q2 		$829K Hold
5,066
– – 0.39% 61
2018
Q1 		$769K Sell
5,066
-79
-2% -$12.2K 0.36% 64
2017
Q4 		$784K Sell
5,145
-248
-5% -$37.3K 0.37% 59
2017
Q3 		$760K Hold
5,393
– – 0.38% 54
2017
Q2 		$760K Sell
5,393
-38
-0.7% -$5.26K 0.38% 54
2017
Q1 		$746K Sell
5,431
-59
-1% -$8.06K 0.39% 53
2016
Q4 		$740K Sell
5,490
-162
-3% -$20.7K 0.4% 53
2016
Q3 		$702K Sell
5,652
-210
-4% -$25.5K 0.38% 54
2016
Q2 		$674K Sell
5,862
-56
-0.9% -$6.32K 0.39% 58
2016
Q1 		$654K Sell
5,918
-253
-4% -$26.2K 0.41% 60
2015
Q4 		$695K Buy
6,171
+41
+0.7% +$4.73K 0.43% 55
2015
Q3 		$669K Buy
6,130
+1
+0% +$119 0.39% 53
2015
Q2 		$765K Buy
6,129
+824
+16% +$103K 0.44% 50
2015
Q1 		$660K Buy
5,305
+86
+2% +$10.4K 0.38% 55
2014
Q4 		$624K Sell
5,219
-18
-0.3% -$2.06K 0.35% 51
2014
Q3 		$573K Buy
5,237
+160
+3% +$18.3K 0.33% 47
2014
Q2 		$603K Sell
5,077
-99
-2% -$11.2K 0.34% 48
2014
Q1 		$602K Sell
5,176
-91
-2% -$10.5K 0.36% 50
2013
Q4 		$608K Sell
5,267
-111
-2% -$12.3K 0.36% 48
2013
Q3 		$573K Sell
5,378
-52
-1% -$5.38K 0.33% 48
2013
Q2 		$527K Buy
+5,430
New +$519K 0.32% 49

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Windsor Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.56% in Q2 2026, selling an estimated $4.78K and leaving 3,041 shares worth $914K. The position accounts for 0.24% of the portfolio, ranked #63.

Windsor Capital Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.09M in Q2 2021. 1,103 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Windsor Capital Management held 3,041 shares of iShares Russell 2000 ETF worth $914K as of Q2 2026.
  • Windsor Capital Management sold 17 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.78K.
  • iShares Russell 2000 ETF made up 0.24% of Windsor Capital Management's portfolio in Q2 2026, its #63 holding.
  • Windsor Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Windsor Capital Management's iShares Russell 2000 ETF position peaked at $1.09M in Q2 2021.
  • 1,103 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.