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ADKINS SEALE CAPITAL MANAGEMENT LLC’s iShares Russell 2000 ETF IWM Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$558K Hold
1,856
– – 0.5% 46
2026
Q1 		$460K Hold
1,856
– – 0.45% 49
2025
Q4 		$457K Buy
+1,856
New +$456K 0.45% 48

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's IWM Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,856 shares worth $558K. The position accounts for 0.5% of the portfolio, ranked #46.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 1,856 shares of iShares Russell 2000 ETF worth $558K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.5% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #46 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.