Camelot Portfolios’s iShares Russell 2000 ETF IWM Stock Holding History

Camelot Portfolios’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	$2.75M	Buy	9,158 +2,228	+32%	+$626K	1.93%	4
2026 Q1	$1.72M	Buy	6,930 +256	+4%	+$66K	1.27%	9
2025 Q4	$1.64M	Sell	6,674 -140	-2%	-$34.4K	1.01%	16
2025 Q3	$1.65M	Buy	+6,814	New	+$1.56M	0.97%	28
2024 Q3	–	Sell	-2	Closed	-$406	–	350
2024 Q2	$406	Buy	+2	New	+$404	﹤0.01%	575
2023 Q3	–	Sell	-7,671	Closed	-$1.44M	–	164
2023 Q2	$1.44M	Buy	+7,671	New	+$1.37M	0.9%	28
2022 Q1	–	Sell	-2,043	Closed	-$454K	–	246
2021 Q4	$454K	Buy	+2,043	New	+$462K	0.18%	158

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Camelot Portfolios's IWM Position: Q2 2026 in Review

Camelot Portfolios increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q2 2026, buying an estimated $626K and bringing the position to 9,158 shares worth $2.75M. The position accounts for 1.93% of the portfolio, ranked #4.

Camelot Portfolios first reported a position in IWM in Q4 2021 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Camelot Portfolios held 9,158 shares of iShares Russell 2000 ETF worth $2.75M as of Q2 2026.
Camelot Portfolios bought 2,228 iShares Russell 2000 ETF shares in Q2 2026, an estimated $626K.
iShares Russell 2000 ETF made up 1.93% of Camelot Portfolios's portfolio in Q2 2026, its #4 holding.
Camelot Portfolios first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 7 quarters since.
1,263 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.