Clarkston Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Clarkston Capital Partners’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 Q1	$645K	Sell	2,600 -350	-12%	-$90.3K	0.05%	83
2025 Q4	$726K	Hold	2,950	–	–	0.02%	126
2025 Q3	$714K	Buy	2,950 +350	+13%	+$80.3K	0.02%	120
2025 Q2	$561K	Hold	2,600	–	–	0.01%	122
2025 Q1	$519K	Sell	2,600 -350	-12%	-$75.9K	0.01%	118
2024 Q4	$652K	Hold	2,950	–	–	0.01%	115
2024 Q3	$652K	Hold	2,950	–	–	0.01%	113
2024 Q2	$599K	Hold	2,950	–	–	0.01%	115
2024 Q1	$620K	Hold	2,950	–	–	0.01%	112
2023 Q4	$592K	Hold	2,950	–	–	0.01%	107
2023 Q3	$521K	Hold	2,950	–	–	0.01%	114
2023 Q2	$552K	Hold	2,950	–	–	0.01%	110
2023 Q1	$526K	Hold	2,950	–	–	0.01%	112
2022 Q4	$514K	Hold	2,950	–	–	0.01%	117
2022 Q3	$487K	Hold	2,950	–	–	0.01%	122
2022 Q2	$500K	Hold	2,950	–	–	0.01%	123
2022 Q1	$606K	Buy	2,950 +2,600	+743%	+$530K	0.01%	124
2021 Q4	$78K	Hold	350	–	–	﹤0.01%	165
2021 Q3	$77K	Hold	350	–	–	﹤0.01%	155
2021 Q2	$80K	Sell	350 -250	-42%	-$56.2K	﹤0.01%	155
2021 Q1	$133K	Buy	+600	New	+$131K	﹤0.01%	150

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Clarkston Capital Partners's IWM Position: Q1 2026 in Review

Clarkston Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, selling an estimated $90.3K and leaving 2,600 shares worth $645K. The position accounts for 0.05% of the portfolio, ranked #83.

Clarkston Capital Partners first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $726K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Clarkston Capital Partners held 2,600 shares of iShares Russell 2000 ETF worth $645K as of Q1 2026.
Clarkston Capital Partners sold 350 iShares Russell 2000 ETF shares in Q1 2026, an estimated $90.3K.
iShares Russell 2000 ETF made up 0.05% of Clarkston Capital Partners's portfolio in Q1 2026, its #83 holding.
Clarkston Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
Clarkston Capital Partners's iShares Russell 2000 ETF position peaked at $726K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.