Camarda Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Camarda Financial Advisors’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	$2.99M	Buy	12,038 +10,011	+494%	+$2.58M	1.57%	20
2025 Q4	$499K	Buy	+2,027	New	+$498K	0.19%	88
2025 Q1	–	Sell	-3,401	Closed	-$751K	–	109
2024 Q4	$751K	Buy	+3,401	New	+$775K	0.28%	67
2023 Q1	–	Sell	-17,217	Closed	-$3M	–	71
2022 Q4	$3M	Buy	+17,217	New	+$3.06M	3.03%	8
2022 Q2	–	Sell	-13,167	Closed	-$2.7M	–	91
2022 Q1	$2.7M	Buy	+13,167	New	+$2.69M	1.29%	19
2021 Q3	–	Sell	-42,358	Closed	-$9.72M	–	94
2021 Q2	$9.72M	Buy	42,358 +26,419	+166%	+$5.94M	6.01%	6
2021 Q1	$3.52M	Buy	15,939 +78	+0.5%	+$17K	2.52%	12
2020 Q4	$3.11M	Buy	+15,861	New	+$2.78M	2.62%	15
2019 Q2	–	Sell	-76	Closed	-$12K	–	539
2019 Q1	$12K	Buy	+76	New	+$11.4K	0.02%	175
2016 Q3	–	Sell	-146	Closed	-$17K	–	228
2016 Q2	$17K	Sell	146 -2,249	-94%	-$254K	0.01%	181
2016 Q1	$265K	Buy	+2,395	New	+$248K	0.17%	99
2013 Q3	–	Sell	-23	Closed	-$2K	–	157
2013 Q2	$2K	Buy	+23	New	+$2.2K	﹤0.01%	252

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

Camarda Financial Advisors's IWM Position: Q1 2026 in Review

Camarda Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 494% in Q1 2026, buying an estimated $2.58M and bringing the position to 12,038 shares worth $2.99M. The position accounts for 1.57% of the portfolio, ranked #20.

Camarda Financial Advisors first reported a position in IWM in Q2 2013 and has held it in 12 quarters since. The position peaked at $9.72M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Camarda Financial Advisors held 12,038 shares of iShares Russell 2000 ETF worth $2.99M as of Q1 2026.
Camarda Financial Advisors bought 10,011 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.58M.
iShares Russell 2000 ETF made up 1.57% of Camarda Financial Advisors's portfolio in Q1 2026, its #20 holding.
Camarda Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 12 quarters since.
Camarda Financial Advisors's iShares Russell 2000 ETF position peaked at $9.72M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.