Clark Capital Management Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $734K | Sell |
2,958
-8,520
| -74% | -$2.2M | ﹤0.01% | 337 |
|
|
2025
Q4 | $2.83M | Buy |
11,478
+8,947
| +353% | +$2.2M | 0.02% | 242 |
|
|
2025
Q3 | $612K | Buy |
2,531
+1,520
| +150% | +$349K | ﹤0.01% | 327 |
|
|
2025
Q2 | $218K | Sell |
1,011
-1,337
| -57% | -$269K | ﹤0.01% | 407 |
|
|
2025
Q1 | $468K | Sell |
2,348
-4,905
| -68% | -$1.06M | ﹤0.01% | 345 |
|
|
2024
Q4 | $1.6M | Buy |
+7,253
| New | +$1.65M | 0.01% | 276 |
|
|
2024
Q1 | – | Sell |
-3,824
| Closed | -$768K | – | 412 |
|
|
2023
Q4 | $768K | Buy |
+3,824
| New | +$685K | 0.01% | 290 |
|
|
2023
Q3 | – | Sell |
-1,298
| Closed | -$243K | – | 351 |
|
|
2023
Q2 | $243K | Sell |
1,298
-1,262
| -49% | -$225K | ﹤0.01% | 318 |
|
|
2023
Q1 | $457K | Buy |
2,560
+618
| +32% | +$114K | 0.01% | 291 |
|
|
2022
Q4 | $339K | Sell |
1,942
-332
| -15% | -$59K | ﹤0.01% | 315 |
|
|
2022
Q3 | $375K | Sell |
2,274
-535
| -19% | -$97.6K | ﹤0.01% | 300 |
|
|
2022
Q2 | $476K | Buy |
2,809
+1,206
| +75% | +$222K | 0.01% | 267 |
|
|
2022
Q1 | $329K | Sell |
1,603
-682
| -30% | -$139K | ﹤0.01% | 328 |
|
|
2021
Q4 | $508K | Buy |
2,285
+1,119
| +96% | +$253K | 0.01% | 283 |
|
|
2021
Q3 | $255K | Buy |
+1,166
| New | +$258K | ﹤0.01% | 314 |
|
|
2021
Q1 | – | Sell |
-2,058
| Closed | -$403K | – | 353 |
|
|
2020
Q4 | $403K | Buy |
+2,058
| New | +$360K | 0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-2,572
| Closed | -$426K | – | 302 |
|
|
2019
Q4 | $426K | Sell |
2,572
-154
| -6% | -$24.3K | 0.01% | 263 |
|
|
2019
Q3 | $413K | Buy |
2,726
+73
| +3% | +$11.1K | 0.01% | 255 |
|
|
2019
Q2 | $413K | Buy |
2,653
+1,314
| +98% | +$203K | 0.01% | 250 |
|
|
2019
Q1 | $205K | Buy |
+1,339
| New | +$201K | ﹤0.01% | 285 |
|
|
2017
Q1 | – | Sell |
-129,032
| Closed | -$17.4M | – | 293 |
|
|
2016
Q4 | $17.4M | Sell |
129,032
-272,785
| -68% | -$34.9M | 0.9% | 25 |
|
|
2016
Q3 | $49.9M | Buy |
401,817
+366,950
| +1,052% | +$44.6M | 2.86% | 3 |
|
|
2016
Q2 | $4.01M | Buy |
34,867
+660
| +2% | +$74.5K | 0.26% | 124 |
|
|
2016
Q1 | $3.78M | Sell |
34,207
-13,477
| -28% | -$1.4M | 0.29% | 89 |
|
|
2015
Q4 | $5.37M | Sell |
47,684
-43,335
| -48% | -$5M | 0.44% | 68 |
|
|
2015
Q3 | $9.94M | Sell |
91,019
-268,323
| -75% | -$31.8M | 0.89% | 26 |
|
|
2015
Q2 | $44.9M | Buy |
359,342
+25,591
| +8% | +$3.2M | 4.1% | 2 |
|
|
2015
Q1 | $41.5M | Buy |
333,751
+153,316
| +85% | +$18.5M | 3.77% | 1 |
|
|
2014
Q4 | $21.6M | Buy |
180,435
+158,214
| +712% | +$18.1M | 1.97% | 6 |
|
|
2014
Q3 | $2.43M | Sell |
22,221
-3,445
| -13% | -$394K | 0.21% | 85 |
|
|
2014
Q2 | $3.05M | Sell |
25,666
-161,681
| -86% | -$18.4M | 0.25% | 90 |
|
|
2014
Q1 | $21.8M | Sell |
187,347
-136,662
| -42% | -$15.8M | 1.88% | 11 |
|
|
2013
Q4 | $37.4M | Sell |
324,009
-132,408
| -29% | -$14.6M | 3.1% | 6 |
|
|
2013
Q3 | $48.7M | Buy |
456,417
+116,425
| +34% | +$12M | 3.85% | 5 |
|
|
2013
Q2 | $33M | Buy |
+339,992
| New | +$32.5M | 3.04% | 7 |
|
Other funds holding IWM
Clark Capital Management Group's IWM Position: Q1 2026 in Review
Clark Capital Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 74% in Q1 2026, selling an estimated $2.2M and leaving 2,958 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #337.
Clark Capital Management Group first reported a position in IWM in Q2 2013 and has held it in 35 quarters since. The position peaked at $49.9M in Q3 2016. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Clark Capital Management Group held 2,958 shares of iShares Russell 2000 ETF worth $734K as of Q1 2026.
- Clark Capital Management Group sold 8,520 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.2M.
- iShares Russell 2000 ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #337 holding.
- Clark Capital Management Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 35 quarters since.
- Clark Capital Management Group's iShares Russell 2000 ETF position peaked at $49.9M in Q3 2016.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.