Calamos Advisors
IWM icon

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 		$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
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

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.