Caldwell Sutter Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Caldwell Sutter Capital’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	$155K	Hold	624	–	–	0.06%	245
2025 Q4	$154K	Sell	624 -6	-1%	-$1.48K	0.07%	242
2025 Q3	$152K	Sell	630 -6	-0.9%	-$1.38K	0.07%	243
2025 Q2	$137K	Sell	636 -89	-12%	-$17.9K	0.06%	244
2025 Q1	$145K	Buy	725 +90	+14%	+$19.5K	0.07%	235
2024 Q4	$140K	Hold	635	–	–	0.07%	241
2024 Q3	$140K	Buy	635 +1	+0.2%	+$214	0.07%	246
2024 Q2	$129K	Hold	634	–	–	0.06%	243
2024 Q1	$133K	Buy	634 +60	+10%	+$12K	0.06%	245
2023 Q4	$115K	Buy	574 +1	+0.2%	+$179	0.06%	253
2023 Q3	$101K	Hold	573	–	–	0.06%	254
2023 Q2	$107K	Buy	573 +396	+224%	+$70.6K	0.06%	240
2023 Q1	$31.6K	Buy	177 +27	+18%	+$4.97K	0.02%	297
2022 Q4	$26.2K	Buy	+150	New	+$26.7K	0.02%	209

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Caldwell Sutter Capital's IWM Position: Q1 2026 in Review

Caldwell Sutter Capital held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 624 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #245.

Caldwell Sutter Capital first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Caldwell Sutter Capital held 624 shares of iShares Russell 2000 ETF worth $155K as of Q1 2026.
Caldwell Sutter Capital left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.06% of Caldwell Sutter Capital's portfolio in Q1 2026, its #245 holding.
Caldwell Sutter Capital first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.