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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
Q2 		$1.59M Sell
5,277
-34
-0.6% -$9.55K 0.12% 88
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cardiff Park Advisors's IWM Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.64% in Q2 2026, selling an estimated $9.55K and leaving 5,277 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #88.

Cardiff Park Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cardiff Park Advisors held 5,277 shares of iShares Russell 2000 ETF worth $1.59M as of Q2 2026.
  • Cardiff Park Advisors sold 34 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.55K.
  • iShares Russell 2000 ETF made up 0.12% of Cardiff Park Advisors's portfolio in Q2 2026, its #88 holding.
  • Cardiff Park Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.