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 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%	-$3.73K	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

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 Wealth Management's IWM Position: Q2 2026 in Review

Calamos Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 22% in Q2 2026, buying an estimated $274K and bringing the position to 5,338 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #165.

Calamos Wealth Management first reported a position in IWM in Q2 2015 and has held it in 30 quarters since. The position peaked at $1.94M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Calamos Wealth Management held 5,338 shares of iShares Russell 2000 ETF worth $1.6M as of Q2 2026.
Calamos Wealth Management bought 976 iShares Russell 2000 ETF shares in Q2 2026, an estimated $274K.
iShares Russell 2000 ETF made up 0.05% of Calamos Wealth Management's portfolio in Q2 2026, its #165 holding.
Calamos Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 30 quarters since.
Calamos Wealth Management's iShares Russell 2000 ETF position peaked at $1.94M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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