CFO
IWM icon

Callan Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Callan Family Office’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 		$17.6M Buy
58,487
+69
+0.1% +$19.4K 0.34% 55
2026
Q1 		$14.5M Sell
58,418
-41,112
-41% -$10.6M 0.33% 59
2025
Q4 		$24.5M Buy
99,530
+45,520
+84% +$11.2M 0.53% 31
2025
Q3 		$13.1M Buy
54,010
+2,400
+5% +$551K 0.42% 46
2025
Q2 		$11.1M Sell
51,610
-5,296
-9% -$1.07M 0.35% 55
2025
Q1 		$11.4M Buy
56,906
+2,386
+4% +$518K 0.85% 22
2024
Q4 		$12M Buy
54,520
+3,874
+8% +$883K 0.77% 24
2024
Q3 		$11.2M Buy
50,646
+7,096
+16% +$1.52M 1.88% 13
2024
Q2 		$8.84M Buy
43,550
+3,330
+8% +$673K 1.7% 15
2024
Q1 		$8.46M Buy
40,220
+2,084
+5% +$416K 1.98% 10
2023
Q4 		$7.65M Sell
38,136
-2,636
-6% -$472K 1.89% 11
2023
Q3 		$7.21M Buy
40,772
+10
+0% +$1.88K 1.92% 11
2023
Q2 		$7.63M Buy
40,762
+2,910
+8% +$519K 2.01% 11
2023
Q1 		$6.75M Buy
37,852
+11,792
+45% +$2.17M 1.64% 12
2022
Q4 		$4.54M Buy
+26,060
New +$4.63M 1.47% 14

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Callan Family Office's IWM Position: Q2 2026 in Review

Callan Family Office increased its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, buying an estimated $19.4K and bringing the position to 58,487 shares worth $17.6M. The position accounts for 0.34% of the portfolio, ranked #55.

Callan Family Office first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.5M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Callan Family Office held 58,487 shares of iShares Russell 2000 ETF worth $17.6M as of Q2 2026.
  • Callan Family Office bought 69 iShares Russell 2000 ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Russell 2000 ETF made up 0.34% of Callan Family Office's portfolio in Q2 2026, its #55 holding.
  • Callan Family Office first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's iShares Russell 2000 ETF position peaked at $24.5M in Q4 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.