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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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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. 1,015 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.
  • 1,015 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.