Cambria Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cambria Investment Management’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	$1.56M	Sell	6,302 -730	-10%	-$188K	0.09%	178
2025 Q4	$1.73M	Buy	7,032 +5,120	+268%	+$1.26M	0.1%	187
2025 Q3	$463K	Buy	+1,912	New	+$439K	0.03%	373
2019 Q4	–	Sell	-73,569	Closed	-$11.1M	–	206
2019 Q3	$11.1M	Buy	73,569 +913	+1%	+$139K	1.67%	5
2019 Q2	$11.3M	Sell	72,656 -470	-0.6%	-$72.4K	1.74%	4
2019 Q1	$11.2M	Buy	73,126 +415	+0.6%	+$62.4K	1.73%	3
2018 Q4	$9.74M	Sell	72,711 -4,590	-6%	-$685K	1.65%	5
2018 Q3	$13M	Sell	77,301 -2,133	-3%	-$360K	1.91%	2
2018 Q2	$13.2M	Sell	79,434 -206	-0.3%	-$33K	1.96%	4
2018 Q1	$12.1M	Sell	79,640 -31,641	-28%	-$4.89M	1.76%	4
2017 Q4	$17M	Buy	111,281 +1,110	+1%	+$167K	2.37%	3
2017 Q3	$16.3M	Buy	+110,171	New	+$15.5M	2.51%	2

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

Cambria Investment Management's IWM Position: Q1 2026 in Review

Cambria Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, selling an estimated $188K and leaving 6,302 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #178.

Cambria Investment Management first reported a position in IWM in Q3 2017 and has held it in 12 quarters since. The position peaked at $17M in Q4 2017. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cambria Investment Management held 6,302 shares of iShares Russell 2000 ETF worth $1.56M as of Q1 2026.
Cambria Investment Management sold 730 iShares Russell 2000 ETF shares in Q1 2026, an estimated $188K.
iShares Russell 2000 ETF made up 0.09% of Cambria Investment Management's portfolio in Q1 2026, its #178 holding.
Cambria Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 12 quarters since.
Cambria Investment Management's iShares Russell 2000 ETF position peaked at $17M in Q4 2017.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.