YIH
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Y-Intercept (HK)’s iShares Russell 2000 ETF IWM Stock Holding History

Y-Intercept (HK)’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 		– Sell
-4,890
Closed -$1.21M – 1944
2026
Q1 		$1.21M Buy
4,890
+1,348
+38% +$348K 0.02% 941
2025
Q4 		$872K Buy
+3,542
New +$871K 0.02% 1035
2025
Q2 		– Sell
-8,257
Closed -$1.65M – 1821
2025
Q1 		$1.65M Sell
8,257
-3,637
-31% -$789K 0.11% 243
2024
Q4 		$2.63M Buy
+11,894
New +$2.71M 0.18% 152
2023
Q4 		– Sell
-3,145
Closed -$556K – 1439
2023
Q3 		$556K Buy
3,145
+1,768
+128% +$332K 0.05% 527
2023
Q2 		$258K Buy
+1,377
New +$246K 0.03% 833
2022
Q4 		– Sell
-1,684
Closed -$278K – 1169
2022
Q3 		$278K Buy
+1,684
New +$307K 0.03% 727
2021
Q3 		– Sell
-1,952
Closed -$448K – 775
2021
Q2 		$448K Buy
1,952
+180
+10% +$40.5K 0.11% 291
2021
Q1 		$386K Buy
+1,772
New +$387K 0.1% 318

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

Y-Intercept (HK)'s IWM Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 4,890 shares — an estimated $1.21M sold.

Y-Intercept (HK) first reported a position in IWM in Q1 2021 and held it in 9 quarters. The position peaked at $2.63M in Q4 2024. 1,064 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Y-Intercept (HK) reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 4,890 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.21M.
  • Y-Intercept (HK) first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 9 quarters.
  • Y-Intercept (HK)'s iShares Russell 2000 ETF position peaked at $2.63M in Q4 2024.
  • 1,064 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.