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

Clear Harbor 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 Q1	$656K	Sell	2,646 -204	-7%	-$52.6K	0.05%	279
2025 Q4	$702K	Buy	2,850 +1,713	+151%	+$421K	0.05%	257
2025 Q3	$275K	Sell	1,137 -8,428	-88%	-$1.93M	0.02%	365
2025 Q2	$2.06M	Sell	9,565 -12,927	-57%	-$2.6M	0.15%	112
2025 Q1	$4.49M	Buy	22,492 +11,866	+112%	+$2.57M	0.35%	66
2024 Q4	$2.35M	Buy	+10,626	New	+$2.42M	0.19%	100
2021 Q1	–	Sell	-24	Closed	-$5K	–	353
2020 Q4	$5K	Sell	24 -4	-14%	-$700	﹤0.01%	312
2020 Q3	$4.19K	Buy	+28	New	+$4.21K	﹤0.01%	685
2020 Q1	–	Sell	-28	Closed	-$4.64K	–	478
2019 Q4	$4.64K	Hold	28	–	–	﹤0.01%	675
2019 Q3	$4K	Buy	+28	New	+$4.28K	﹤0.01%	261
2018 Q3	–	Sell	-51	Closed	-$8K	–	271
2018 Q2	$8K	Buy	+51	New	+$8.16K	﹤0.01%	255
2017 Q3	–	Sell	-100,000	Closed	-$14.1M	–	254
2017 Q2	$14.1M	Hold	100,000	–	–	2.7%	5
2017 Q1	$13.7M	Buy	+100,000	New	+$13.7M	2.78%	5
2015 Q1	–	Sell	-200	Closed	-$24K	–	316
2014 Q4	$24K	Buy	+200	New	+$22.9K	﹤0.01%	281
2014 Q3	–	Sell	-200	Closed	–	–	229
2014 Q2	$0	Buy	+200	New	+$22.7K	﹤0.01%	243

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

Clear Harbor Asset Management's IWM Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q1 2026, selling an estimated $52.6K and leaving 2,646 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #279.

Clear Harbor Asset Management first reported a position in IWM in Q2 2014 and has held it in 15 quarters since. The position peaked at $14.1M in Q2 2017. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Clear Harbor Asset Management held 2,646 shares of iShares Russell 2000 ETF worth $656K as of Q1 2026.
Clear Harbor Asset Management sold 204 iShares Russell 2000 ETF shares in Q1 2026, an estimated $52.6K.
iShares Russell 2000 ETF made up 0.05% of Clear Harbor Asset Management's portfolio in Q1 2026, its #279 holding.
Clear Harbor Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 15 quarters since.
Clear Harbor Asset Management's iShares Russell 2000 ETF position peaked at $14.1M in Q2 2017.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.