Calamos Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Calamos 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	$25.4M	Sell	84,565 -4,362	-5%	-$1.23M	0.08%	234
2026 Q1	$22.1M	Buy	88,927 +4,362	+5%	+$1.13M	0.08%	260
2025 Q4	$20.8M	Buy	+84,565	New	+$20.8M	0.08%	259
2025 Q3	–	Sell	-139,315	Closed	-$32M	–	963
2025 Q2	$30.1M	Sell	139,315 -1,300	-0.9%	-$262K	0.12%	201
2025 Q1	$28.1M	Buy	140,615 +1,300	+0.9%	+$282K	0.12%	197
2024 Q4	$30.8M	Buy	+139,315	New	+$31.8M	0.13%	175
2022 Q2	–	Sell	-64,420	Closed	-$11.9M	–	1183
2022 Q1	$13.2M	Buy	+64,420	New	+$13.1M	0.05%	430
2020 Q2	–	Sell	-110,000	Closed	-$14.4M	–	745
2020 Q1	$12.6M	Buy	+110,000	New	+$16.4M	0.1%	232
2019 Q3	–	Sell	-29,520	Closed	-$4.59M	–	773
2019 Q2	$4.59M	Hold	29,520	–	–	0.03%	538
2019 Q1	$4.52M	Buy	+29,520	New	+$4.44M	0.03%	479
2018 Q4	–	Sell	-29,610	Closed	-$4.99M	–	695
2018 Q3	$4.99M	Sell	29,610 -87,125	-75%	-$14.7M	0.03%	462
2018 Q2	$19.1M	Hold	116,735	–	–	0.12%	224
2018 Q1	$17.7M	Buy	+116,735	New	+$18M	0.12%	236

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

Calamos Advisors's IWM Position: Q2 2026 in Review

Calamos Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.9% in Q2 2026, selling an estimated $1.23M and leaving 84,565 shares worth $25.4M. The position accounts for 0.08% of the portfolio, ranked #234.

Calamos Advisors first reported a position in IWM in Q1 2018 and has held it in 13 quarters since. The position peaked at $30.8M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Calamos Advisors held 84,565 shares of iShares Russell 2000 ETF worth $25.4M as of Q2 2026.
Calamos Advisors sold 4,362 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.23M.
iShares Russell 2000 ETF made up 0.08% of Calamos Advisors's portfolio in Q2 2026, its #234 holding.
Calamos Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 13 quarters since.
Calamos Advisors's iShares Russell 2000 ETF position peaked at $30.8M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.