Clarius Group LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Clarius Group LLC’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
2025 Q4	$2.1M	Sell	8,529 -13	-0.2%	-$3.2K	0.12%	70
2025 Q3	$2.07M	Hold	8,542	–	–	0.12%	71
2025 Q2	$1.84M	Sell	8,542 -500	-6%	-$101K	0.11%	85
2025 Q1	$1.8M	Buy	9,042 +5,901	+188%	+$1.28M	0.11%	79
2024 Q4	$694K	Hold	3,141	–	–	0.05%	167
2024 Q3	$694K	Buy	+3,141	New	+$672K	0.05%	163
2020 Q2	–	Sell	-2,100	Closed	-$240K	–	291
2020 Q1	$240K	Buy	2,100 +41	+2%	+$6.11K	0.05%	219
2019 Q4	$345K	Buy	2,059 +541	+36%	+$85.5K	0.05%	178
2019 Q3	$230K	Hold	1,518	–	–	0.04%	244
2019 Q2	$236K	Hold	1,518	–	–	0.05%	212
2019 Q1	$232K	Buy	+1,518	New	+$228K	0.06%	178

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Clarius Group LLC's IWM Position: Q4 2025 in Review

Clarius Group LLC reduced its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q4 2025, selling an estimated $3.2K and leaving 8,529 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #70.

Clarius Group LLC first reported a position in IWM in Q1 2019 and has held it in 11 quarters since. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Clarius Group LLC held 8,529 shares of iShares Russell 2000 ETF worth $2.1M as of Q4 2025.
Clarius Group LLC sold 13 iShares Russell 2000 ETF shares in Q4 2025, an estimated $3.2K.
iShares Russell 2000 ETF made up 0.12% of Clarius Group LLC's portfolio in Q4 2025, its #70 holding.
Clarius Group LLC first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 11 quarters since.
2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.