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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Callan Family Office's IWM Position: Q1 2026 in Review

Callan Family Office reduced its iShares Russell 2000 ETF (IWM) stake by 41% in Q1 2026, selling an estimated $10.6M and leaving 58,418 shares worth $14.5M. The position accounts for 0.33% of the portfolio, ranked #59.

Callan Family Office first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.5M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Callan Family Office held 58,418 shares of iShares Russell 2000 ETF worth $14.5M as of Q1 2026.
  • Callan Family Office sold 41,112 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.6M.
  • iShares Russell 2000 ETF made up 0.33% of Callan Family Office's portfolio in Q1 2026, its #59 holding.
  • Callan Family Office first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's iShares Russell 2000 ETF position peaked at $24.5M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.