Does Captrust own IWM stock?

Yes. As of its Q2 2026 13F, Captrust holds 338,229 shares of IWM, worth $101.6M.

How many shares of IWM does Captrust own?

As of its Q2 2026 13F, Captrust holds 338,229 shares of IWM.

What is Captrust's IWM position worth?

As of its Q2 2026 13F, Captrust's IWM position is worth $101.6M.

Is Captrust buying or selling IWM?

In Q2 2026, Captrust increased its IWM position by 3,785 shares (+1.1%).

When did Captrust first buy IWM?

Captrust already held IWM in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

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CAPTRUST FINANCIAL ADVISORS

IWM
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

Current Value

$101.6M

Current Shares

338,229

Total Value Change

+$75.4M

Total Shares Change

+142,372

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	338,229	+1.1%	$101.6M	0.2%	$299.67	36
2026-Q1	Increased	334,444	+0.8%	$82.9M	0.1%	$246.77	36
2025-Q4	Increased	331,937	+3.8%	$81.7M	0.2%	$244.50	37
2025-Q3	Decreased	319,897	-1.3%	$77.4M	0.2%	$239.53	0
2025-Q2	Increased	324,160	+0.3%	$70M	0.2%	$213.02	35
2025-Q1	Increased	323,203	+26.9%	$64.5M	0.2%	$196.38	44
2024-Q4	Decreased	254,711	-3.8%	$56.3M	0.2%	$217.03	0
2024-Q3	Decreased	264,750	-4.8%	$58.5M	0.2%	$216.32	0
2024-Q2	Decreased	278,005	-1.0%	$56.4M	0.2%	$198.02	0
2024-Q1	Decreased	280,862	-9.8%	$59.1M	0.2%	$204.68	0
2023-Q4	Decreased	311,224	-1.6%	$62.5M	0.2%	$194.85	0
2023-Q3	Increased	316,158	+13.7%	$55.9M	0.2%	$170.95	40
2023-Q2	Decreased	278,106	-3.7%	$52.1M	0.2%	$180.29	0
2023-Q1	Increased	288,659	+2.8%	$51.5M	0.2%	$171.28	36
2022-Q4	Increased	280,902	+3.2%	$49M	0.2%	$166.78	36
2022-Q3	Decreased	272,185	-8.7%	$44.9M	0.3%	$157.03	0
2022-Q2	Increased	298,094	+19.6%	$50.5M	0.3%	$160.43	41
2022-Q1	Increased	249,318	+32.9%	$51.2M	0.3%	$193.93	45
2021-Q4	Increased	187,598	+1.1%	$41.7M	0.3%	$209.75	35
2021-Q3	Decreased	185,607	-19.0%	$40.6M	0.3%	$205.64	0
2021-Q2	Increased	229,066	+25.7%	$52.5M	0.5%	$214.97	43
2021-Q1	Increased	182,296	+19.9%	$40.3M	0.4%	$206.76	41
2020-Q4	Increased	152,001	+3.9%	$29.8M	0.4%	$183.13	36
2020-Q3	Increased	146,336	+15.1%	$22.3M	0.4%	$139.48	39
2020-Q2	Decreased	127,109	-0.5%	$18M	0.3%	$132.82	0
2020-Q1	Decreased	127,785	-21.4%	$13.6M	0.3%	$105.82	0
2019-Q4	Increased	162,528	+83.7%	$26.9M	0.4%	$152.57	53
2019-Q3	Decreased	88,475	-3.0%	$13.4M	0.5%	$138.86	0
2019-Q2	Decreased	91,254	-21.5%	$14.2M	0.5%	$142.18	0
2019-Q1	Decreased	116,232	-40.6%	$17.8M	0.7%	$139.48	0
2018-Q4	First report	195,857	-	$26.2M	1.4%	$121.68	0

Other major holders of IWM: BANK OF AMERICA CORP /DE/

IWM31 quarters

IWM
31 quarters