Cadent Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cadent Capital Advisors’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	$1.38M	Buy	+4,600	New	+$1.29M	0.28%	83
2025 Q3	–	Sell	-12,181	Closed	-$2.63M	–	204
2025 Q2	$2.63M	Buy	+12,181	New	+$2.45M	0.85%	32

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cadent Capital Advisors's IWM Position: Q2 2026 in Review

Cadent Capital Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 4,600 shares worth $1.38M. The stake represents 0.28% of the portfolio and ranks #83 among its holdings. This is a return to the name: Cadent Capital Advisors previously reported a position in IWM as recently as Q2 2025.

Cadent Capital Advisors first reported a position in IWM in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.63M in Q2 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cadent Capital Advisors held 4,600 shares of iShares Russell 2000 ETF worth $1.38M as of Q2 2026.
iShares Russell 2000 ETF was a new Cadent Capital Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.28% of Cadent Capital Advisors's portfolio in Q2 2026, its #83 holding.
Cadent Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 2 quarters since.
Cadent Capital Advisors's iShares Russell 2000 ETF position peaked at $2.63M in Q2 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.