Private Capital's IWM Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 2,664 shares of iShares Russell 2000 ETF (IWM) worth $655,770, representing 0.06% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in IWM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 5,252 shares. Largest reduction occurred in Q1 2020, reducing 9,968 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's iShares Russell 2000 ETF (IWM) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 ETF (IWM) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -220 | Reduce 7.63% | 2,664 | $246.16 |
| Q3 2025 | -191 | Reduce 6.21% | 2,884 | $241.96 |
| Q2 2025 | -862 | Reduce 21.89% | 3,075 | $215.79 |
| Q1 2025 | +1,950 | Add 98.14% | 3,937 | $199.49 |
| Q4 2024 | -490 | Reduce 19.78% | 1,987 | $220.96 |
| Q3 2024 | +400 | Add 19.26% | 2,477 | $220.89 |
| Q2 2023 | +880 | Add 73.52% | 2,077 | $187.27 |
| Q1 2023 | -1,160 | Reduce 49.22% | 1,197 | $178.40 |
| Q4 2022 | +2,357 | New Buy | 2,357 | $174.36 |
| Q2 2022 | -1,047 | Sold Out | 0 | $0.00 |
| Q1 2022 | +1,047 | New Buy | 1,047 | $205.35 |
| Q4 2020 | -3,200 | Sold Out | 0 | $0.00 |
| Q3 2020 | +3,200 | New Buy | 3,200 | $149.69 |
| Q1 2020 | -9,968 | Sold Out | 0 | $0.00 |
| Q4 2019 | +1,468 | Add 17.27% | 9,968 | $165.63 |
| Q3 2019 | -2,000 | Reduce 19.05% | 8,500 | $151.29 |
| Q1 2019 | +248 | Add 2.42% | 10,500 | $153.05 |
| Q4 2018 | +5,252 | Add 105.04% | 10,252 | $133.93 |
| Q3 2018 | +2,200 | Add 78.57% | 5,000 | $168.60 |
| Q1 2018 | -135 | Reduce 4.60% | 2,800 | $151.79 |
| Q4 2017 | +135 | Add 4.82% | 2,935 | $145.49 |
| Q2 2017 | +2,800 | New Buy | 2,800 | $141.07 |
Private Capital's iShares Russell 2000 ETF Investment FAQs
Private Capital first purchased iShares Russell 2000 ETF (IWM) in Q2 2017, acquiring 2,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held iShares Russell 2000 ETF (IWM) for 29 quarters since Q2 2017.
Private Capital's largest addition to iShares Russell 2000 ETF (IWM) was in Q4 2018, adding 10,252 shares worth $1.37 M.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 2,664 shares of iShares Russell 2000 ETF (IWM), valued at approximately $655,770.
As of the Q4 2025 filing, iShares Russell 2000 ETF (IWM) represents approximately 0.06% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in iShares Russell 2000 ETF (IWM) was 10,500 shares, as reported at the end of Q1 2019.