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
2025 Q4	–	Sell	-1,000	Closed	-$216K	–	485
2025 Q3	$216K	Buy	+1,000	New	+$229K	0.01%	391
2025 Q2	–	Sell	-1,000	Closed	-$221K	–	360
2025 Q1	$221K	Buy	+1,000	New	+$217K	0.01%	293

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.