Cambridge Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Cambridge Associates’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	$6.51M	Sell	26,269 -3,386	-11%	-$873K	0.1%	43
2025 Q4	$7.3M	Buy	+29,655	New	+$7.29M	0.12%	42
2023 Q4	–	Sell	-24,225	Closed	-$4.28M	–	60
2023 Q3	$4.28M	Hold	24,225	–	–	0.28%	31
2023 Q2	$4.54M	Hold	24,225	–	–	0.34%	29
2023 Q1	$4.32M	Hold	24,225	–	–	0.33%	30
2022 Q4	$4.22M	Hold	24,225	–	–	0.33%	30
2022 Q3	$4M	Sell	24,225 -20,308	-46%	-$3.7M	0.33%	31
2022 Q2	$7.54M	Hold	44,533	–	–	0.6%	24
2022 Q1	$9.14M	Sell	44,533 -10,051	-18%	-$2.05M	0.6%	23
2021 Q4	$12.1M	Sell	54,584 -2,519	-4%	-$569K	0.91%	20
2021 Q3	$12.5M	Hold	57,103	–	–	1.09%	19
2021 Q2	$13.1M	Hold	57,103	–	–	1.1%	20
2021 Q1	$12.6M	Buy	57,103 +18,639	+48%	+$4.07M	0.99%	21
2020 Q4	$7.54M	Buy	38,464 +15,343	+66%	+$2.68M	0.61%	26
2020 Q3	$3.46M	Buy	+23,121	New	+$3.48M	0.32%	34

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

Cambridge Associates's IWM Position: Q1 2026 in Review

Cambridge Associates reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, selling an estimated $873K and leaving 26,269 shares worth $6.51M. The position accounts for 0.1% of the portfolio, ranked #43.

Cambridge Associates first reported a position in IWM in Q3 2020 and has held it in 15 quarters since. The position peaked at $13.1M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cambridge Associates held 26,269 shares of iShares Russell 2000 ETF worth $6.51M as of Q1 2026.
Cambridge Associates sold 3,386 iShares Russell 2000 ETF shares in Q1 2026, an estimated $873K.
iShares Russell 2000 ETF made up 0.1% of Cambridge Associates's portfolio in Q1 2026, its #43 holding.
Cambridge Associates first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 15 quarters since.
Cambridge Associates's iShares Russell 2000 ETF position peaked at $13.1M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cambridge Associates's 13F filing for Q1 2026, filed 13 May 2026.