Cercano Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cercano Management’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	$4.5M	Hold	18,137	–	–	0.19%	68
2025 Q4	$4.46M	Hold	18,137	–	–	0.17%	67
2025 Q3	$4.39M	Hold	18,137	–	–	0.17%	71
2025 Q2	$3.91M	Sell	18,137 -13,147	-42%	-$2.65M	0.11%	72
2025 Q1	$6.24M	Hold	31,284	–	–	0.18%	62
2024 Q4	$6.91M	Hold	31,284	–	–	0.18%	75
2024 Q3	$6.91M	Buy	+31,284	New	+$6.69M	0.17%	68
2023 Q3	–	Sell	-137,700	Closed	-$25.8M	–	110
2023 Q2	$25.8M	Buy	+137,700	New	+$24.6M	0.9%	30

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cercano Management's IWM Position: Q1 2026 in Review

Cercano Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 18,137 shares worth $4.5M. The position accounts for 0.19% of the portfolio, ranked #68.

Cercano Management first reported a position in IWM in Q2 2023 and has held it in 8 quarters since. The position peaked at $25.8M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cercano Management held 18,137 shares of iShares Russell 2000 ETF worth $4.5M as of Q1 2026.
Cercano Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.19% of Cercano Management's portfolio in Q1 2026, its #68 holding.
Cercano Management first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 8 quarters since.
Cercano Management's iShares Russell 2000 ETF position peaked at $25.8M in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.