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Cannell & Spears’s iShares Russell 2000 ETF IWM Stock Holding History

Cannell & Spears’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 		$1.22M Sell
4,930
-330
-6% -$85.1K 0.02% 227
2025
Q4 		$1.29M Sell
5,260
-55
-1% -$13.5K 0.02% 227
2025
Q3 		$1.29M Hold
5,315
– – 0.02% 220
2025
Q2 		$1.15M Sell
5,315
-965
-15% -$194K 0.02% 219
2025
Q1 		$1.25M Hold
6,280
– – 0.03% 217
2024
Q4 		$1.39M Sell
6,280
-2,350
-27% -$536K 0.03% 208
2024
Q3 		$1.91M Buy
8,630
+907
+12% +$194K 0.04% 189
2024
Q2 		$1.57M Sell
7,723
-190
-2% -$38.4K 0.03% 192
2024
Q1 		$1.66M Buy
7,913
+415
+6% +$82.8K 0.03% 193
2023
Q4 		$1.5M Hold
7,498
– – 0.12% 70
2023
Q3 		$1.33M Hold
7,498
– – 0.11% 70
2023
Q2 		$1.4M Hold
7,498
– – 0.11% 76
2023
Q1 		$1.34M Buy
7,498
+7
+0.1% +$1.29K 0.12% 80
2022
Q4 		$1.31M Sell
7,491
-46
-0.6% -$8.18K 0.12% 78
2022
Q3 		$1.24M Sell
7,537
-1,150
-13% -$210K 0.12% 77
2022
Q2 		$1.47M Sell
8,687
-1,429
-14% -$263K 0.13% 76
2022
Q1 		$2.08M Sell
10,116
-3,397
-25% -$693K 0.15% 67
2021
Q4 		$3.01M Buy
13,513
+4,863
+56% +$1.1M 0.2% 59
2021
Q3 		$1.89M Buy
8,650
+4,552
+111% +$1.01M 0.14% 71
2021
Q2 		$940K Sell
4,098
-76
-2% -$17.1K 0.07% 103
2021
Q1 		$922K Sell
4,174
-1,336
-24% -$292K 0.07% 96
2020
Q4 		$1.08M Buy
5,510
+61
+1% +$10.7K 0.09% 89
2020
Q3 		$816K Hold
5,449
– – 0.08% 96
2020
Q2 		$780K Buy
5,449
+1,011
+23% +$133K 0.08% 94
2020
Q1 		$508K Buy
4,438
+1,942
+78% +$290K 0.06% 108
2019
Q4 		$414K Buy
2,496
+851
+52% +$134K 0.04% 123
2019
Q3 		$249K Sell
1,645
-185
-10% -$28.2K 0.03% 153
2019
Q2 		$285K Buy
+1,830
New +$282K 0.03% 141

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cannell & Spears's IWM Position: Q1 2026 in Review

Cannell & Spears reduced its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q1 2026, selling an estimated $85.1K and leaving 4,930 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #227.

Cannell & Spears first reported a position in IWM in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.01M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cannell & Spears held 4,930 shares of iShares Russell 2000 ETF worth $1.22M as of Q1 2026.
  • Cannell & Spears sold 330 iShares Russell 2000 ETF shares in Q1 2026, an estimated $85.1K.
  • iShares Russell 2000 ETF made up 0.02% of Cannell & Spears's portfolio in Q1 2026, its #227 holding.
  • Cannell & Spears first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 28 quarters since.
  • Cannell & Spears's iShares Russell 2000 ETF position peaked at $3.01M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.