CCA
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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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 885 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.
  • 885 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.