Clare Market Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Clare Market Investments’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	$209K	Sell	696 -223	-24%	-$62.7K	0.04%	166
2026 Q1	$228K	Buy	+919	New	+$237K	0.05%	154
2025 Q3	$1.61M	Sell	6,664 -756	-10%	-$173K	0.32%	44
2025 Q2	$1.6M	Buy	+7,420	New	+$1.49M	0.35%	39
2024 Q3	–	Sell	-1,570	Closed	-$318K	–	161
2024 Q2	$318K	Sell	1,570 -26	-2%	-$5.25K	0.09%	107
2024 Q1	$336K	Sell	1,596 -211	-12%	-$42.1K	0.1%	119
2023 Q4	$363K	Buy	1,807 +102	+6%	+$18.3K	0.13%	101
2023 Q3	$301K	Sell	1,705 -275	-14%	-$51.6K	0.12%	92
2023 Q2	$371K	Buy	1,980 +51	+3%	+$9.09K	0.14%	86
2023 Q1	$344K	Sell	1,929 -299	-13%	-$55.1K	0.14%	83
2022 Q4	$388K	Buy	2,228 +2	+0.1%	+$356	0.18%	75
2022 Q3	$367K	Buy	+2,226	New	+$406K	0.16%	87
2021 Q2	–	Sell	-918	Closed	-$203K	–	148
2021 Q1	$203K	Buy	+918	New	+$200K	0.08%	123
2020 Q2	–	Sell	-1,785	Closed	-$204K	–	93
2020 Q1	$204K	Buy	+1,785	New	+$266K	0.17%	73

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

Clare Market Investments's IWM Position: Q2 2026 in Review

Clare Market Investments reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, selling an estimated $62.7K and leaving 696 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #166.

Clare Market Investments first reported a position in IWM in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.61M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Clare Market Investments held 696 shares of iShares Russell 2000 ETF worth $209K as of Q2 2026.
Clare Market Investments sold 223 iShares Russell 2000 ETF shares in Q2 2026, an estimated $62.7K.
iShares Russell 2000 ETF made up 0.04% of Clare Market Investments's portfolio in Q2 2026, its #166 holding.
Clare Market Investments first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 14 quarters since.
Clare Market Investments's iShares Russell 2000 ETF position peaked at $1.61M in Q3 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.