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Callan Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Callan 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
2025
Q1 		$1.18M Sell
5,909
-197
-3% -$42.7K 0.09% 109
2024
Q4 		$1.35M Buy
6,106
+32
+0.5% +$7.3K 0.1% 87
2024
Q3 		$1.34M Buy
6,074
+265
+5% +$56.7K 0.09% 98
2024
Q2 		$1.18M Buy
5,809
+1,190
+26% +$240K 0.1% 102
2024
Q1 		$971K Buy
4,619
+11
+0.2% +$2.19K 0.09% 99
2023
Q4 		$925K Sell
4,608
-43
-0.9% -$7.7K 0.09% 94
2023
Q3 		$822K Buy
4,651
+80
+2% +$15K 0.09% 90
2023
Q2 		$856K Buy
+4,571
New +$815K 0.09% 84

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Callan Capital's IWM Position: Q1 2025 in Review

Callan Capital reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q1 2025, selling an estimated $42.7K and leaving 5,909 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #109.

Callan Capital first reported a position in IWM in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Callan Capital held 5,909 shares of iShares Russell 2000 ETF worth $1.18M as of Q1 2025.
  • Callan Capital sold 197 iShares Russell 2000 ETF shares in Q1 2025, an estimated $42.7K.
  • iShares Russell 2000 ETF made up 0.09% of Callan Capital's portfolio in Q1 2025, its #109 holding.
  • Callan Capital first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 8 quarters since.
  • Callan Capital's iShares Russell 2000 ETF position peaked at $1.35M in Q4 2024.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.