Clark Asset Management
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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
Q3 		$978K Hold
3,520
– – 0.07% 101
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clark Asset Management's IWM Position: Q3 2026 in Review

Clark Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,520 shares worth $978K. The position accounts for 0.07% of the portfolio, ranked #101.

Clark Asset Management first reported a position in IWM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Clark Asset Management held 3,520 shares of iShares Russell 2000 ETF worth $978K as of Q3 2026.
  • Clark Asset Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.07% of Clark Asset Management's portfolio in Q3 2026, its #101 holding.
  • Clark Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 10 quarters since.
  • Clark Asset Management's iShares Russell 2000 ETF position peaked at $1.06M in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.