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CCM Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

CCM Investment Advisers’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 		$319K Buy
+1,062
New +$298K 0.02% 76
2018
Q1 		– Sell
-2,147
Closed -$327K – 80
2017
Q4 		$327K Sell
2,147
-1,320
-38% -$198K 0.06% 74
2017
Q3 		$513K Buy
3,467
+262
+8% +$36.9K 0.1% 70
2017
Q2 		$451K Sell
3,205
-1,170
-27% -$162K 0.09% 70
2017
Q1 		$601K Sell
4,375
-1,155
-21% -$158K 0.12% 76
2016
Q4 		$745K Sell
5,530
-1,100
-17% -$141K 0.16% 71
2016
Q3 		$823K Sell
6,630
-2,320
-26% -$282K 0.17% 67
2016
Q2 		$1.03M Sell
8,950
-6,290
-41% -$710K 0.1% 88
2016
Q1 		$1.69M Sell
15,240
-3,994
-21% -$413K 0.16% 63
2015
Q4 		$2.17M Sell
19,234
-2,760
-13% -$318K 0.2% 56
2015
Q3 		$2.4M Sell
21,994
-2,035
-8% -$241K 0.24% 60
2015
Q2 		$3M Sell
24,029
-607
-2% -$75.8K 0.28% 57
2015
Q1 		$3.06M Sell
24,636
-1,848
-7% -$223K 0.3% 66
2014
Q4 		$3.17M Buy
26,484
+520
+2% +$59.5K 0.29% 59
2014
Q3 		$2.84M Sell
25,964
-625
-2% -$71.5K 0.25% 61
2014
Q2 		$3.16M Sell
26,589
-1,535
-5% -$174K 0.29% 59
2014
Q1 		$3.27M Buy
28,124
+1,999
+8% +$231K 0.32% 58
2013
Q4 		$3.01M Sell
26,125
-875
-3% -$96.6K 0.28% 72
2013
Q3 		$2.88M Sell
27,000
-130
-0.5% -$13.4K 0.29% 71
2013
Q2 		$2.63M Buy
+27,130
New +$2.59M 0.27% 77

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

CCM Investment Advisers's IWM Position: Q2 2026 in Review

CCM Investment Advisers opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,062 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #76 among its holdings. This is a return to the name: CCM Investment Advisers previously reported a position in IWM as recently as Q4 2017.

CCM Investment Advisers first reported a position in IWM in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.27M in Q1 2014. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CCM Investment Advisers held 1,062 shares of iShares Russell 2000 ETF worth $319K as of Q2 2026.
  • iShares Russell 2000 ETF was a new CCM Investment Advisers position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of CCM Investment Advisers's portfolio in Q2 2026, its #76 holding.
  • CCM Investment Advisers first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 20 quarters since.
  • CCM Investment Advisers's iShares Russell 2000 ETF position peaked at $3.27M in Q1 2014.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.