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	$105M	Sell	422,400 -53,200	-11%	-$14.9M	0.35%	56
2026 Q1	$117M	Sell	475,600 -96,500	-17%	-$24.9M	0.41%	36
2025 Q4	$138M	Sell	572,100 -124,200	-18%	-$30.5M	0.52%	28
2025 Q3	$150M	Sell	696,300 -41,500	-6%	-$9.52M	0.55%	26
2025 Q2	$147M	Buy	737,800 +158,500	+27%	+$31.9M	0.58%	22
2025 Q1	$128M	Buy	579,300 +193,800	+50%	+$42M	0.56%	27
2024 Q4	$85.2M	Sell	385,500 -165,700	-30%	-$37.8M	0.36%	51
2024 Q3	$112M	Buy	551,200 +539,200	+4,493%	+$115M	0.48%	29
2024 Q2	$2.52M	Buy	+12,000	New	+$2.43M	0.01%	577
2024 Q1	–	Sell	-270,000	Closed	-$47.7M	–	992
2023 Q4	$47.7M	Buy	+270,000	New	+$48.4M	0.23%	113
2023 Q3	–	Sell	-80,000	Closed	-$14.3M	–	965
2023 Q2	$14.3M	Buy	+80,000	New	+$14.3M	0.07%	330
2023 Q1	–	Sell	-77,000	Closed	-$13.4M	–	1175
2022 Q4	$13.4M	Sell	77,000 -479,000	-86%	-$85.2M	0.06%	364
2022 Q3	$91.7M	Buy	556,000 +111,000	+25%	+$20.2M	0.42%	34
2022 Q2	$75.4M	Buy	445,000 +112,000	+34%	+$20.6M	0.33%	57
2022 Q1	$68.4M	Buy	333,000 +13,000	+4%	+$2.65M	0.26%	87
2021 Q4	$71.2M	Buy	+320,000	New	+$72.3M	0.27%	87
2021 Q3	–	Sell	-214,000	Closed	-$49.1M	–	1013
2021 Q2	$49.1M	Sell	214,000 -40,000	-16%	-$8.99M	0.22%	111
2021 Q1	$56.1M	Sell	254,000 -191,000	-43%	-$41.7M	0.31%	66
2020 Q4	$87.2M	Buy	445,000 +12,000	+3%	+$2.1M	0.51%	33
2020 Q3	$64.9M	Buy	433,000 +272,500	+170%	+$41M	0.42%	49
2020 Q2	$23M	Buy	+160,500	New	+$21.1M	0.16%	169

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. 2,730 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.
2,730 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.