Calamos Wealth Management
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Calamos Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Calamos Wealth Management’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
Q3 		$1.44M Sell
5,190
-148
-3% -$43.5K 0.04% 184
2026
Q2 		$1.6M Buy
5,338
+976
+22% +$274K 0.05% 165
2026
Q1 		$1.08M Buy
4,362
+167
+4% +$43.1K 0.04% 192
2025
Q4 		$1.03M Sell
4,195
-183
-4% -$45K 0.04% 189
2025
Q3 		$1.06M Sell
4,378
-1,037
-19% -$238K 0.04% 178
2025
Q2 		$1.17M Sell
5,415
-3,406
-39% -$685K 0.05% 154
2025
Q1 		$1.76M Buy
8,821
+41
+0.5% +$8.89K 0.09% 108
2024
Q4 		$1.94M Buy
8,780
+11
+0.1% +$2.51K 0.1% 102
2024
Q3 		$1.94M Hold
8,769
– – 0.1% 105
2024
Q2 		$1.78M Hold
8,769
– – 0.09% 110
2024
Q1 		$1.84M Buy
8,769
+4,836
+123% +$965K 0.1% 109
2023
Q4 		$789K Buy
3,933
+257
+7% +$46K 0.05% 155
2023
Q3 		$650K Buy
3,676
+2,000
+119% +$375K 0.05% 179
2023
Q2 		$314K Buy
1,676
+101
+6% +$18K 0.02% 253
2023
Q1 		$281K Buy
1,575
+154
+11% +$28.4K 0.02% 262
2022
Q4 		$248K Sell
1,421
-21
-1% -$3.74K 0.02% 280
2022
Q3 		$238K Hold
1,442
– – 0.02% 277
2022
Q2 		$244K Hold
1,442
– – 0.02% 283
2022
Q1 		$296K Hold
1,442
– – 0.02% 284
2021
Q4 		$321K Hold
1,442
– – 0.02% 279
2021
Q3 		$315K Hold
1,442
– – 0.03% 276
2021
Q2 		$331K Sell
1,442
-1,575
-52% -$354K 0.03% 278
2021
Q1 		$667K Buy
3,017
+102
+3% +$22.3K 0.06% 197
2020
Q4 		$572K Hold
2,915
– – 0.05% 200
2020
Q3 		$437K Hold
2,915
– – 0.05% 200
2020
Q2 		$417K Hold
2,915
– – 0.05% 197
2020
Q1 		$334K Sell
2,915
-821
-22% -$122K 0.05% 192
2019
Q4 		$619K Buy
+3,736
New +$590K 0.07% 154
2017
Q2 		– Sell
-3,130
Closed -$430K – 232
2017
Q1 		$430K Buy
+3,130
New +$428K 0.06% 182
2015
Q4 		– Sell
-2,653
Closed -$290K – 266
2015
Q3 		$290K Hold
2,653
– – 0.07% 201
2015
Q2 		$331K Buy
+2,653
New +$331K 0.08% 192

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Calamos Wealth Management's IWM Position: Q3 2026 in Review

Calamos Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q3 2026, selling an estimated $43.5K and leaving 5,190 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #184.

Calamos Wealth Management first reported a position in IWM in Q2 2015 and has held it in 31 quarters since. The position peaked at $1.94M in Q4 2024. 1,755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Calamos Wealth Management held 5,190 shares of iShares Russell 2000 ETF worth $1.44M as of Q3 2026.
  • Calamos Wealth Management sold 148 iShares Russell 2000 ETF shares in Q3 2026, an estimated $43.5K.
  • iShares Russell 2000 ETF made up 0.04% of Calamos Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Calamos Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 31 quarters since.
  • Calamos Wealth Management's iShares Russell 2000 ETF position peaked at $1.94M in Q4 2024.
  • 1,755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.