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 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 $1.37T 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

Cladis Investment Advisory's IWM Position: Q1 2026 in Review

Cladis Investment Advisory opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 808 shares worth $200K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings. This is a return to the name: Cladis Investment Advisory previously reported a position in IWM as recently as Q1 2025.

Cladis Investment Advisory first reported a position in IWM in Q4 2023 and has held it in 7 quarters since. The position peaked at $236K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cladis Investment Advisory held 808 shares of iShares Russell 2000 ETF worth $200K as of Q1 2026.
iShares Russell 2000 ETF was a new Cladis Investment Advisory position in Q1 2026.
iShares Russell 2000 ETF made up 0.11% of Cladis Investment Advisory's portfolio in Q1 2026, its #156 holding.
Cladis Investment Advisory first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 7 quarters since.
Cladis Investment Advisory's iShares Russell 2000 ETF position peaked at $236K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.