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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Calamos Advisors's IWM Position: Q1 2026 in Review

Calamos Advisors increased its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q1 2026, buying an estimated $1.13M and bringing the position to 88,927 shares worth $22.1M. The position accounts for 0.08% of the portfolio, ranked #260.

Calamos Advisors first reported a position in IWM in Q1 2018 and has held it in 12 quarters since. The position peaked at $30.8M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Calamos Advisors held 88,927 shares of iShares Russell 2000 ETF worth $22.1M as of Q1 2026.
Calamos Advisors bought 4,362 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.13M.
iShares Russell 2000 ETF made up 0.08% of Calamos Advisors's portfolio in Q1 2026, its #260 holding.
Calamos Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 12 quarters since.
Calamos Advisors's iShares Russell 2000 ETF position peaked at $30.8M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.