CIA
IWM icon

Caerus Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Caerus Investment 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
Q1 		$6.82M Sell
27,493
-447
-2% -$115K 2.84% 7
2025
Q4 		$6.88M Sell
27,940
-2,538
-8% -$624K 2.23% 9
2025
Q3 		$7.37M Hold
30,478
– – 3.02% 6
2025
Q2 		$6.58M Hold
30,478
– – 6.27% 7
2025
Q1 		$6.08M Sell
30,478
-374
-1% -$81.1K 5.86% 7
2024
Q4 		$6.82M Sell
30,852
-42
-0.1% -$9.58K 6.41% 6
2024
Q3 		$6.82M Hold
30,894
– – 6.47% 6
2024
Q2 		$6.27M Buy
30,894
+4
+0% +$808 6.13% 7
2024
Q1 		$6.5M Sell
30,890
-736
-2% -$147K 6.26% 7
2023
Q4 		$6.35M Sell
31,626
-61
-0.2% -$10.9K 6.08% 7
2023
Q3 		$5.6M Sell
31,687
-396
-1% -$74.3K 5.76% 7
2023
Q2 		$6.01M Sell
32,083
-276
-0.9% -$49.2K 6.8% 6
2023
Q1 		$5.77M Sell
32,359
-26
-0.1% -$4.79K 6.65% 6
2022
Q4 		$5.65M Sell
32,385
-380
-1% -$67.6K 8.54% 4
2022
Q3 		$5.4M Hold
32,765
– – 6.81% 5
2022
Q2 		$5.55M Sell
32,765
-1,142
-3% -$211K 6.72% 5
2022
Q1 		$5.93M Buy
33,907
+4,375
+15% +$892K 7.18% 6
2021
Q4 		$6.57M Buy
+29,532
New +$6.67M 7.12% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Caerus Investment Advisors's IWM Position: Q1 2026 in Review

Caerus Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, selling an estimated $115K and leaving 27,493 shares worth $6.82M. The position accounts for 2.84% of the portfolio, ranked #7.

Caerus Investment Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.37M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Caerus Investment Advisors held 27,493 shares of iShares Russell 2000 ETF worth $6.82M as of Q1 2026.
  • Caerus Investment Advisors sold 447 iShares Russell 2000 ETF shares in Q1 2026, an estimated $115K.
  • iShares Russell 2000 ETF made up 2.84% of Caerus Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Caerus Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Caerus Investment Advisors's iShares Russell 2000 ETF position peaked at $7.37M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.