How many shares of IWM does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 338,229 shares of IWM (ISHARES RUSSELL 2000 ETF ETF).

What is CAPTRUST FINANCIAL ADVISORS's IWM position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's IWM position is worth $101.6M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling IWM?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their IWM position (+1.1% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy IWM?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in IWM in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

IWM
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES RUSSELL 2000 ETF ETF

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%	$300.45	36
2026-Q1	Increased	334,444	+0.8%	$82.9M	0.1%	$259.24	36
2025-Q4	Increased	331,937	+3.8%	$81.7M	0.2%	$248.03	37
2025-Q3	Decreased	319,897	-1.3%	$77.4M	0.2%	$240.81	0
2025-Q2	Increased	324,160	+0.3%	$70M	0.2%	$214.15	35
2025-Q1	Increased	323,203	+26.9%	$64.5M	0.2%	$198.67	44
2024-Q4	Decreased	254,711	-3.8%	$56.3M	0.2%	$218.23	0
2024-Q3	Decreased	264,750	-4.8%	$58.5M	0.2%	$217.23	0
2024-Q2	Decreased	278,005	-1.0%	$56.4M	0.2%	$199.36	0
2024-Q1	Decreased	280,862	-9.8%	$59.1M	0.2%	$206.07	0
2023-Q4	Decreased	311,224	-1.6%	$62.5M	0.2%	$196.17	0
2023-Q3	Increased	316,158	+13.7%	$55.9M	0.2%	$172.11	40
2023-Q2	Decreased	278,106	-3.7%	$52.1M	0.2%	$180.65	0
2023-Q1	Increased	288,659	+2.8%	$51.5M	0.2%	$169.33	36
2022-Q4	Increased	280,902	+3.2%	$49M	0.2%	$167.91	36
2022-Q3	Decreased	272,185	-8.7%	$44.9M	0.3%	$159.25	0
2022-Q2	Increased	298,094	+19.6%	$50.5M	0.3%	$162.78	41
2022-Q1	Increased	249,318	+32.9%	$51.2M	0.3%	$197.33	45
2021-Q4	Increased	187,598	+1.1%	$41.7M	0.3%	$211.63	35
2021-Q3	Decreased	185,607	-19.0%	$40.6M	0.3%	$208.99	0
2021-Q2	Increased	229,066	+25.7%	$52.5M	0.5%	$216.40	43
2021-Q1	Increased	182,296	+19.9%	$40.3M	0.4%	$205.40	41
2020-Q4	Increased	152,001	+3.9%	$29.8M	0.4%	$184.70	36
2020-Q3	Increased	146,336	+15.1%	$22.3M	0.4%	$140.00	39
2020-Q2	Decreased	127,109	-0.5%	$18M	0.3%	$131.81	0
2020-Q1	Decreased	127,785	-21.4%	$13.6M	0.3%	$107.07	0
2019-Q4	Increased	162,528	+83.7%	$26.9M	0.4%	$153.39	53
2019-Q3	Decreased	88,475	-3.0%	$13.4M	0.5%	$139.64	0
2019-Q2	Decreased	91,254	-21.5%	$14.2M	0.5%	$143.14	0
2019-Q1	Decreased	116,232	-40.6%	$17.8M	0.7%	$140.43	0
2018-Q4	New	195,857	-	$26.2M	1.4%	$121.55	65

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IWM31 quarters

IWM
31 quarters