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 Q3	$1.38M	Buy	4,969 +11	+0.2%	+$3.23K	0.92%	22
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Camelot Technology Advisors's IWM Position: Q3 2026 in Review

Camelot Technology Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.22% in Q3 2026, buying an estimated $3.23K and bringing the position to 4,969 shares worth $1.38M. The position accounts for 0.92% of the portfolio, ranked #22.

Camelot Technology Advisors first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q2 2026. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Camelot Technology Advisors held 4,969 shares of iShares Russell 2000 ETF worth $1.38M as of Q3 2026.
Camelot Technology Advisors bought 11 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.23K.
iShares Russell 2000 ETF made up 0.92% of Camelot Technology Advisors's portfolio in Q3 2026, its #22 holding.
Camelot Technology Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Camelot Technology Advisors's iShares Russell 2000 ETF position peaked at $1.49M in Q2 2026.
755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.