CAM
IWM icon

Clark Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Clark Asset Management’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 		$1.06M Buy
3,520
+175
+5% +$49.2K 0.08% 93
2026
Q1 		$830K Sell
3,345
-105
-3% -$27.1K 0.08% 91
2025
Q4 		$849K Sell
3,450
-302
-8% -$74.2K 0.09% 83
2025
Q3 		$908K Buy
3,752
+2,071
+123% +$475K 0.11% 79
2025
Q2 		$363K Buy
1,681
+563
+50% +$113K 0.05% 131
2025
Q1 		$223K Sell
1,118
-209
-16% -$45.3K 0.04% 141
2024
Q4 		$293K Buy
1,327
+105
+9% +$23.9K 0.05% 101
2024
Q3 		$270K Sell
1,222
-514
-30% -$110K 0.06% 99
2024
Q2 		$352K Buy
+1,736
New +$351K 0.1% 71

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Clark Asset Management's IWM Position: Q2 2026 in Review

Clark Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q2 2026, buying an estimated $49.2K and bringing the position to 3,520 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #93.

Clark Asset Management first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Clark Asset Management held 3,520 shares of iShares Russell 2000 ETF worth $1.06M as of Q2 2026.
  • Clark Asset Management bought 175 iShares Russell 2000 ETF shares in Q2 2026, an estimated $49.2K.
  • iShares Russell 2000 ETF made up 0.08% of Clark Asset Management's portfolio in Q2 2026, its #93 holding.
  • Clark Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.