Cladis Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Cladis 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	$243K	Hold	808	–	–	0.11%	153
2026 Q1	$200K	Buy	+808	New	+$208K	0.11%	156
2025 Q2	–	Sell	-1,067	Closed	-$213K	–	151
2025 Q1	$213K	Hold	1,067	–	–	0.15%	122
2024 Q4	$236K	Hold	1,067	–	–	0.17%	111
2024 Q3	$236K	Hold	1,067	–	–	0.16%	115
2024 Q2	$216K	Hold	1,067	–	–	0.16%	122
2024 Q1	$224K	Hold	1,067	–	–	0.16%	126
2023 Q4	$214K	Buy	+1,067	New	+$191K	0.17%	124

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cladis Investment Advisory's IWM Position: Q2 2026 in Review

Cladis Investment Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 808 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #153.

Cladis Investment Advisory first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cladis Investment Advisory held 808 shares of iShares Russell 2000 ETF worth $243K as of Q2 2026.
Cladis Investment Advisory left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.11% of Cladis Investment Advisory's portfolio in Q2 2026, its #153 holding.
Cladis Investment Advisory first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.