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Cary Street Partners Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Cary Street Partners Investment Advisory’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 		$118K Buy
393
+2
+0.5% +$562 0.02% 474
2026
Q1 		$97K Sell
391
-4
-1% -$1.03K 0.02% 454
2025
Q4 		$97.2K Buy
395
+6
+2% +$1.48K 0.03% 432
2025
Q3 		$94.1K Hold
389
– – 0.04% 374
2025
Q2 		$83.9K Buy
389
+12
+3% +$2.42K 0.04% 343
2025
Q1 		$75.2K Hold
377
– – 0.04% 325
2024
Q4 		$83.3K Sell
377
-24,036
-98% -$5.48M 0.05% 272
2024
Q3 		$5.39M Sell
24,413
-17,218
-41% -$3.68M 0.2% 126
2024
Q2 		$8.45M Buy
41,631
+1,765
+4% +$357K 0.34% 75
2024
Q1 		$8.38M Buy
39,866
+10,302
+35% +$2.06M 0.35% 77
2023
Q4 		$5.93M Buy
29,564
+6,742
+30% +$1.21M 0.28% 94
2023
Q3 		$4.03M Buy
22,822
+3,559
+18% +$668K 0.22% 133
2023
Q2 		$3.61M Buy
19,263
+14,107
+274% +$2.52M 0.23% 121
2023
Q1 		$920K Buy
5,156
+53
+1% +$9.76K 0.07% 251
2022
Q4 		$890K Sell
5,103
-1,480
-22% -$263K 0.07% 250
2022
Q3 		$1.09M Buy
6,583
+517
+9% +$94.3K 0.09% 212
2022
Q2 		$1.03M Buy
6,066
+2,917
+93% +$538K 0.09% 211
2022
Q1 		$646K Sell
3,149
-3,879
-55% -$791K 0.18% 130
2021
Q4 		$1.56M Buy
7,028
+5,397
+331% +$1.22M 0.43% 71
2021
Q3 		$357K Buy
1,631
+93
+6% +$20.6K 0.12% 166
2021
Q2 		$353K Buy
1,538
+50
+3% +$11.2K 0.11% 170
2021
Q1 		$329K Sell
1,488
-875
-37% -$191K 0.14% 154
2020
Q4 		$463K Buy
2,363
+134
+6% +$23.4K 0.09% 194
2020
Q3 		$334K Buy
+2,229
New +$335K 0.07% 209

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's IWM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Russell 2000 ETF (IWM) stake by 0.51% in Q2 2026, buying an estimated $562 and bringing the position to 393 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #474.

Cary Street Partners Investment Advisory first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.45M in Q2 2024. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cary Street Partners Investment Advisory held 393 shares of iShares Russell 2000 ETF worth $118K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #474 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's iShares Russell 2000 ETF position peaked at $8.45M in Q2 2024.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.