Camelot Technology Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Camelot Technology 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 Q2	$1.49M	Buy	4,958 +10	+0.2%	+$2.81K	1%	22
2026 Q1	$1.23M	Buy	4,948 +7	+0.1%	+$1.81K	0.89%	24
2025 Q4	$1.22M	Buy	4,941 +16	+0.3%	+$3.93K	0.9%	23
2025 Q3	$1.19M	Buy	4,925 +14	+0.3%	+$3.21K	0.95%	20
2025 Q2	$1.06M	Buy	4,911 +13	+0.3%	+$2.62K	0.9%	23
2025 Q1	$977K	Buy	4,898 +11	+0.2%	+$2.39K	0.88%	23
2024 Q4	$1.08M	Buy	4,887 +15	+0.3%	+$3.42K	0.98%	21
2024 Q3	$1.08M	Buy	4,872 +17	+0.4%	+$3.64K	0.95%	22
2024 Q2	$985K	Buy	4,855 +13	+0.3%	+$2.63K	0.91%	23
2024 Q1	$1.02M	Buy	4,842 +12	+0.2%	+$2.39K	0.94%	24
2023 Q4	$969K	Buy	+4,830	New	+$865K	0.99%	24

Other funds holding IWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Camelot Technology Advisors's IWM Position: Q2 2026 in Review

Camelot Technology Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q2 2026, buying an estimated $2.81K and bringing the position to 4,958 shares worth $1.49M. The position accounts for 1% of the portfolio, ranked #22.

Camelot Technology Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Camelot Technology Advisors held 4,958 shares of iShares Russell 2000 ETF worth $1.49M as of Q2 2026.
Camelot Technology Advisors bought 10 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.81K.
iShares Russell 2000 ETF made up 1% of Camelot Technology Advisors's portfolio in Q2 2026, its #22 holding.
Camelot Technology Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.