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Cardiff Park Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cardiff Park 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
Q1 		$1.32M Sell
5,311
-145
-3% -$37.4K 0.11% 96
2025
Q4 		$1.34M Sell
5,456
-116
-2% -$28.5K 0.11% 97
2025
Q3 		$1.35M Buy
5,572
+273
+5% +$62.6K 0.1% 102
2025
Q2 		$1.14M Sell
5,299
-143
-3% -$28.8K 0.1% 106
2025
Q1 		$1.09M Buy
5,442
+153
+3% +$33.2K 0.1% 100
2024
Q4 		$1.17M Buy
5,289
+6
+0.1% +$1.37K 0.11% 94
2024
Q3 		$1.17M Buy
5,283
+5
+0.1% +$1.07K 0.1% 92
2024
Q2 		$1.07M Buy
5,278
+5
+0.1% +$1.01K 0.1% 96
2024
Q1 		$1.11M Sell
5,273
-497
-9% -$99.1K 0.11% 94
2023
Q4 		$1.16M Buy
5,770
+551
+11% +$98.7K 0.13% 83
2023
Q3 		$922K Buy
5,219
+509
+11% +$95.6K 0.12% 88
2023
Q2 		$882K Sell
4,710
-91
-2% -$16.2K 0.11% 93
2023
Q1 		$856K Sell
4,801
-271
-5% -$49.9K 0.11% 96
2022
Q4 		$884K Sell
5,072
-105
-2% -$18.7K 0.12% 98
2022
Q3 		$854K Hold
5,177
– – 0.13% 97
2022
Q2 		$877K Sell
5,177
-228
-4% -$42K 0.13% 91
2022
Q1 		$1.11M Buy
5,405
+763
+16% +$156K 0.16% 71
2021
Q4 		$1.03M Buy
+4,642
New +$1.05M 0.14% 74

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

Cardiff Park Advisors's IWM Position: Q1 2026 in Review

Cardiff Park Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q1 2026, selling an estimated $37.4K and leaving 5,311 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #96.

Cardiff Park Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cardiff Park Advisors held 5,311 shares of iShares Russell 2000 ETF worth $1.32M as of Q1 2026.
  • Cardiff Park Advisors sold 145 iShares Russell 2000 ETF shares in Q1 2026, an estimated $37.4K.
  • iShares Russell 2000 ETF made up 0.11% of Cardiff Park Advisors's portfolio in Q1 2026, its #96 holding.
  • Cardiff Park Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's iShares Russell 2000 ETF position peaked at $1.35M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.