{
  "schema_version": "0.3.0",
  "generated_at": "2026-10-17T22:56:37.875526+00:00",
  "last_successful_refresh": "2026-10-17T22:56:37.875526+00:00",
  "status": "Unreviewed SEC-tagged observations; no validated predictive findings",
  "universe_description": "All usable listed IWM equities; an investable Russell 2000 proxy, not certified index membership",
  "universe": {
    "version": "0.3.0",
    "effective": "2026-10-15",
    "source_kind": "iwm-holdings-proxy",
    "purpose": "All usable listed IWM equities; an investable Russell 2000 proxy, not certified index membership",
    "excluded_holdings": [
      {
        "name": "BLK CSH FND TREASURY SL AGENCY",
        "ticker": "XTSLA",
        "reason": "Non-equity holding"
      },
      {
        "name": "CASH COLLATERAL MSFUT USD",
        "ticker": "MSFUT",
        "reason": "Non-equity holding"
      },
      {
        "name": "USD CASH",
        "ticker": "USD",
        "reason": "Non-equity holding"
      },
      {
        "name": "INHIBRX INC CVR",
        "ticker": "INH",
        "reason": "Unlisted position"
      },
      {
        "name": "CHINOOK THERAPEUTICS INC",
        "ticker": "ADRO",
        "reason": "Unlisted position"
      },
      {
        "name": "CHINOOK THERAPEUTICS INC CVR",
        "ticker": "ADRO",
        "reason": "Unlisted position"
      },
      {
        "name": "ARCELLX INC CVR",
        "ticker": "-",
        "reason": "No usable public ticker"
      },
      {
        "name": "CAD CASH",
        "ticker": "CAD",
        "reason": "Non-equity holding"
      },
      {
        "name": "CASH COLLATERAL USD MS",
        "ticker": "MSCO",
        "reason": "Non-equity holding"
      },
      {
        "name": "VERDERA COMMON SHARE RESTRICTION 2",
        "ticker": "-",
        "reason": "No usable public ticker"
      },
      {
        "name": "VERDERA ENERGY CORP. CONTRA RESTRI",
        "ticker": "-",
        "reason": "No usable public ticker"
      },
      {
        "name": "TRINSEO PLC Prvt",
        "ticker": "TSE",
        "reason": "Unlisted position"
      },
      {
        "name": "COHERUS ONCOLOGY INC",
        "ticker": "-",
        "reason": "No usable public ticker"
      },
      {
        "name": "OMNIAB INC $12.50 VESTING Prvt",
        "ticker": "-",
        "reason": "No usable public ticker"
      },
      {
        "name": "OMNIAB INC $15.00 VESTING Prvt",
        "ticker": "-",
        "reason": "No usable public ticker"
      },
      {
        "name": "RENT THE RUNWAY INC",
        "ticker": "-",
        "reason": "No usable public ticker"
      },
      {
        "name": "RUSSELL 2000 EMINI CME DEC 26",
        "ticker": "RTYZ6",
        "reason": "Non-equity holding"
      }
    ],
    "membership_note": "Fund positions differ from index constituents; official historical membership requires a licensed dated feed",
    "source_document": {
      "url": "https://www.ishares.com/us/products/239710/ishares-russell-2000-etf/latest-holdings.csv",
      "sha256": "8c1359c23a2b7cb458c0215b394994c392e43e93be1351b58e8dced3ebe20079",
      "raw_path": "data/holdings/8c1359c23a2b7cb458c0215b394994c392e43e93be1351b58e8dced3ebe20079.csv.gz",
      "retrieved_at": "2026-10-17T22:42:44.740618+00:00"
    },
    "changes": {
      "basis": "initial complete holdings import",
      "added": [
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        "BOX",
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        "BRBR",
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        "BSRR",
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        "BZAI",
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        "CCCC",
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        "CD",
        "CDNA",
        "CDNL",
        "CDP",
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        "CDXS",
        "CDZI",
        "CECO",
        "CELC",
        "CENT",
        "CENTA",
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        "CERS",
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        "CON",
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        "CSIQ",
        "CSQR",
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        "CSTM",
        "CSV",
        "CSW",
        "CTBI",
        "CTEV",
        "CTGO",
        "CTKB",
        "CTMX",
        "CTNM",
        "CTO",
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        "CTRE",
        "CTRI",
        "CTRN",
        "CTS",
        "CUBI",
        "CURB",
        "CURI",
        "CURV",
        "CV",
        "CVBF",
        "CVCO",
        "CVEO",
        "CVGI",
        "CVI",
        "CVLG",
        "CVLT",
        "CVRX",
        "CVSA",
        "CWBC",
        "CWCO",
        "CWH",
        "CWK",
        "CWST",
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        "CXDO",
        "CXM",
        "CXT",
        "CXW",
        "CYH",
        "CYRX",
        "CYTK",
        "CZFS",
        "CZNC",
        "CZWI",
        "DAKT",
        "DAN",
        "DAVE",
        "DBD",
        "DBI",
        "DC",
        "DCH",
        "DCO",
        "DCOM",
        "DCTH",
        "DDD",
        "DEA",
        "DEC",
        "DEI",
        "DFH",
        "DFIN",
        "DFTX",
        "DGICA",
        "DGII",
        "DHC",
        "DHT",
        "DIBS",
        "DIN",
        "DIOD",
        "DJCO",
        "DJT",
        "DK",
        "DLO",
        "DLX",
        "DMAC",
        "DMC",
        "DMRA",
        "DMRC",
        "DNA",
        "DNLI",
        "DNOW",
        "DNTH",
        "DNUT",
        "DOLE",
        "DORM",
        "DOUG",
        "DRH",
        "DRUG",
        "DRVN",
        "DSGN",
        "DSGR",
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        "DTIL",
        "DUOT",
        "DV",
        "DX",
        "DXC",
        "DXPE",
        "DYN",
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        "EAT",
        "EBC",
        "EBF",
        "EBMT",
        "EBS",
        "ECBK",
        "ECPG",
        "ECVT",
        "EDIT",
        "EE",
        "EFC",
        "EFOR",
        "EFSC",
        "EFSI",
        "EGAN",
        "EGBN",
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        "EGY",
        "EIG",
        "EIKN",
        "ELA",
        "ELDN",
        "ELE",
        "ELMD",
        "ELMT",
        "ELTX",
        "ELVN",
        "EMBC",
        "ENOV",
        "ENR",
        "ENS",
        "ENTA",
        "ENVA",
        "ENVX",
        "EOLS",
        "EOSE",
        "EPAC",
        "EPC",
        "EPM",
        "EPRT",
        "EPSN",
        "EQBK",
        "ERAS",
        "ERII",
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        "ESCA",
        "ESE",
        "ESNT",
        "ESOA",
        "ESP",
        "ESQ",
        "ESRT",
        "ESTA",
        "ETD",
        "ETON",
        "EU",
        "EVC",
        "EVCM",
        "EVER",
        "EVEX",
        "EVGO",
        "EVH",
        "EVI",
        "EVLV",
        "EVMN",
        "EVTC",
        "EWTX",
        "EXPO",
        "EXTR",
        "EYE",
        "EYPT",
        "FA",
        "FBIZ",
        "FBK",
        "FBLA",
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        "FBRT",
        "FBYD",
        "FC",
        "FCAP",
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        "FDMT",
        "FEIM",
        "FELE",
        "FENC",
        "FET",
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        "FFBC",
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        "FG",
        "FGBI",
        "FHTX",
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        "FIGS",
        "FINW",
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        "FISI",
        "FIVN",
        "FIZZ",
        "FJET",
        "FLG",
        "FLGT",
        "FLNC",
        "FLNG",
        "FLO",
        "FLOC",
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        "FOA",
        "FOR",
        "FOSL",
        "FOXF",
        "FPI",
        "FRAF",
        "FRBA",
        "FRD",
        "FRME",
        "FROG",
        "FRPH",
        "FRSH",
        "FRST",
        "FSBC",
        "FSBW",
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        "FSUN",
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        "FTK",
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        "FUBO",
        "FUL",
        "FULC",
        "FULT",
        "FUN",
        "FUNC",
        "FVCB",
        "FVR",
        "FWDI",
        "FWRD",
        "FWRG",
        "FXNC",
        "GABC",
        "GALT",
        "GATX",
        "GBCI",
        "GBFH",
        "GBX",
        "GCBC",
        "GCMG",
        "GCO",
        "GCT",
        "GDOT",
        "GDYN",
        "GEF",
        "GEF-B",
        "GEMI",
        "GENB",
        "GENC",
        "GENI",
        "GEO",
        "GERN",
        "GEVO",
        "GFF",
        "GHC",
        "GHM",
        "GIC",
        "GIII",
        "GKOS",
        "GLIBA",
        "GLIBK",
        "GLNG",
        "GLOB",
        "GLRE",
        "GLSI",
        "GLUE",
        "GMRS",
        "GNE",
        "GNK",
        "GNL",
        "GNW",
        "GO",
        "GOGO",
        "GOLD",
        "GOLF",
        "GOOD",
        "GPGI",
        "GPI",
        "GPOR",
        "GPRE",
        "GPRO",
        "GRAL",
        "GRBK",
        "GRC",
        "GRDN",
        "GRND",
        "GRNT",
        "GRPN",
        "GSBC",
        "GSHD",
        "GSIT",
        "GSM",
        "GT",
        "GTM",
        "GTN",
        "GTX",
        "GTXI",
        "GTY",
        "GVA",
        "GWRS",
        "GYRE",
        "HAE",
        "HAFC",
        "HAPN",
        "HASI",
        "HAWK",
        "HBB",
        "HBCP",
        "HBNC",
        "HBT",
        "HCC",
        "HCI",
        "HCKT",
        "HCSG",
        "HDSN",
        "HE",
        "HELE",
        "HFWA",
        "HG",
        "HGV",
        "HIFS",
        "HIMS",
        "HIPO",
        "HIW",
        "HLF",
        "HLIO",
        "HLIT",
        "HLLY",
        "HLMN",
        "HMH",
        "HMN",
        "HNGE",
        "HNI",
        "HNRG",
        "HNST",
        "HNVR",
        "HOG",
        "HOMB",
        "HOPE",
        "HOS",
        "HOV",
        "HP",
        "HPK",
        "HPP",
        "HQI",
        "HQY",
        "HRI",
        "HRMY",
        "HROW",
        "HRTG",
        "HRTX",
        "HSHP",
        "HSTM",
        "HTB",
        "HTFL",
        "HTH",
        "HTLD",
        "HTO",
        "HTZ",
        "HUBG",
        "HUCK",
        "HUN",
        "HURN",
        "HUT",
        "HVT",
        "HWBK",
        "HWC",
        "HWKN",
        "HY",
        "HYLN",
        "HYMC",
        "HYPR",
        "HZO",
        "IA",
        "IART",
        "IBCP",
        "IBEX",
        "IBOC",
        "IBP",
        "IBRX",
        "IBTA",
        "ICFI",
        "ICHR",
        "ICUI",
        "IDCC",
        "IDN",
        "IDR",
        "IDT",
        "IDYA",
        "IE",
        "IHRT",
        "III",
        "IIIN",
        "IIIV",
        "IIPR",
        "IKT",
        "ILPT",
        "IMAX",
        "IMKTA",
        "IMMR",
        "IMMX",
        "IMNM",
        "IMRX",
        "IMVT",
        "IMXI",
        "INBK",
        "INBX",
        "INDB",
        "INDI",
        "INDV",
        "INFQ",
        "INFU",
        "INGN",
        "INN",
        "INNV",
        "INOD",
        "INR",
        "INSE",
        "INSG",
        "INSP",
        "INSW",
        "INTA",
        "INTT",
        "INV",
        "INVA",
        "INVX",
        "IOSP",
        "IOVA",
        "IPAR",
        "IPI",
        "IPSC",
        "IRD",
        "IRMD",
        "IRON",
        "IRT",
        "IRTC",
        "IRWD",
        "ISBA",
        "ISTR",
        "ITG",
        "ITGR",
        "ITIC",
        "ITRI",
        "IVR",
        "IVT",
        "IVVD",
        "JACK",
        "JAKK",
        "JANX",
        "JBGS",
        "JBI",
        "JBIO",
        "JBLU",
        "JBSS",
        "JBTM",
        "JCAP",
        "JILL",
        "JJSF",
        "JMSB",
        "JOBY",
        "JOE",
        "JOUT",
        "JRVR",
        "JXN",
        "KAI",
        "KALU",
        "KARD",
        "KBH",
        "KE",
        "KEEL",
        "KELYA",
        "KFRC",
        "KFY",
        "KGEI",
        "KGS",
        "KIDS",
        "KINS",
        "KLC",
        "KLIC",
        "KLRA",
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      "exchange": "Non-Nms Quotation Service (Nnqs)",
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    "STNG: No supported annual facts by 2026-10-17",
    "DHT: No supported annual facts by 2026-10-17",
    "TOWN: TOWN absent from current SEC directory; review identity manually",
    "VGNT: No supported annual facts by 2026-10-17",
    "CLBK: No supported annual facts by 2026-10-17",
    "STNE: No supported annual facts by 2026-10-17",
    "NTB: No supported annual facts by 2026-10-17",
    "TNK: No supported annual facts by 2026-10-17",
    "BULL: No supported annual facts by 2026-10-17",
    "PAGS: No supported annual facts by 2026-10-17",
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    "GLOB: No supported annual facts by 2026-10-17",
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    "NAT: No supported annual facts by 2026-10-17",
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    "GENI: No supported annual facts by 2026-10-17",
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    "DLO: No supported annual facts by 2026-10-17",
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    "XPRO: No supported annual facts by 2026-10-17",
    "TRAX: No supported annual facts by 2026-10-17",
    "BTDR: No supported annual facts by 2026-10-17",
    "BORR: No supported annual facts by 2026-10-17",
    "ADIG: No supported annual facts by 2026-10-17",
    "NBN: NBN absent from current SEC directory; review identity manually",
    "PBLS: No supported annual facts by 2026-10-17",
    "BRSL: No supported annual facts by 2026-10-17",
    "CSQR: No supported annual facts by 2026-10-17",
    "FLNG: No supported annual facts by 2026-10-17",
    "PAX: No supported annual facts by 2026-10-17",
    "TK: No supported annual facts by 2026-10-17",
    "NVGS: No supported annual facts by 2026-10-17",
    "PFBC: SEC HTTP 404 for https://data.sec.gov/api/xbrl/companyfacts/CIK0001492165.json",
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    "LCLN: No supported annual facts by 2026-10-17",
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    "GSM: No supported annual facts by 2026-10-17",
    "HIFS: HIFS absent from current SEC directory; review identity manually",
    "BOBS: No supported annual facts by 2026-10-17",
    "SB: No supported annual facts by 2026-10-17",
    "AKTS: No supported annual facts by 2026-10-17",
    "AVLN: No supported annual facts by 2026-10-17",
    "FRBA: FRBA absent from current SEC directory; review identity manually",
    "CMCL: No supported annual facts by 2026-10-17",
    "KARD: No supported annual facts by 2026-10-17",
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    "SBMT: No supported annual facts by 2026-10-17",
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    "PDLI: PDLI absent from current SEC directory; review identity manually",
    "GTXI: GTXI absent from current SEC directory; review identity manually",
    "P5N994: P5N994 absent from current SEC directory; review identity manually",
    "SBT: SBT absent from current SEC directory; review identity manually",
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