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

Cary Street Partners’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	$8.45M	Sell	28,112 -552	-2%	-$155K	0.18%	127
2026 Q1	$7.11M	Sell	28,664 -541	-2%	-$140K	0.18%	134
2025 Q4	$7.19M	Sell	29,205 -2,852	-9%	-$701K	0.18%	134
2025 Q3	$7.76M	Sell	32,057 -3,466	-10%	-$795K	0.2%	119
2025 Q2	$7.67M	Buy	35,523 +9,069	+34%	+$1.83M	0.22%	112
2025 Q1	$5.28M	Buy	26,454 +3,826	+17%	+$830K	0.17%	142
2024 Q4	$5M	Buy	+22,628	New	+$5.16M	0.16%	138

Other funds holding IWM

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Cary Street Partners reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $155K and leaving 28,112 shares worth $8.45M. The position accounts for 0.18% of the portfolio, ranked #127.

Cary Street Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,348 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cary Street Partners held 28,112 shares of iShares Russell 2000 ETF worth $8.45M as of Q2 2026.
Cary Street Partners sold 552 iShares Russell 2000 ETF shares in Q2 2026, an estimated $155K.
iShares Russell 2000 ETF made up 0.18% of Cary Street Partners's portfolio in Q2 2026, its #127 holding.
Cary Street Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
1,348 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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