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
2021 Q4	–	Sell	-4,500	Closed	-$984M	–	429
2021 Q3	$984M	Buy	+4,500	New	+$998K	18.27%	2
2021 Q1	–	Sell	-22,500	Closed	-$22K	–	354
2020 Q4	$22K	Buy	22,500 +14,000	+165%	+$2.45M	﹤0.01%	309
2020 Q3	$45.2K	Buy	+8,500	New	+$1.28M	0.01%	401
2019 Q4	–	Sell	-11,500	Closed	-$51K	–	796
2019 Q3	$51K	Buy	+11,500	New	+$1.76M	0.01%	252
2018 Q3	–	Sell	-25,000	Closed	-$80K	–	272
2018 Q2	$80K	Buy	+25,000	New	+$4M	0.01%	242
2017 Q3	–	Sell	-35,000	Closed	-$31K	–	255
2017 Q2	$31K	Buy	+35,000	New	+$4.84M	0.01%	250
2017 Q1	–	Sell	-215,000	Closed	-$685K	–	264
2016 Q4	$685K	Buy	215,000 +200,000	+1,333%	+$25.6M	0.14%	104
2016 Q3	$16K	Sell	15,000 -15,500	-51%	-$1.88M	﹤0.01%	247
2016 Q2	$46K	Buy	+30,500	New	+$3.44M	0.01%	247
2016 Q1	–	Sell	-91,000	Closed	-$353K	–	268
2015 Q4	$353K	Buy	+91,000	New	+$10.5M	0.08%	170
2015 Q1	–	Sell	-66,200	Closed	-$244K	–	317
2014 Q4	$244K	Buy	+66,200	New	+$7.57M	0.05%	236
2014 Q3	–	Sell	-400	Closed	-$1K	–	230
2014 Q2	$1K	Buy	+400	New	+$45.4K	﹤0.01%	238
2013 Q3	–	Sell	-5,000	Closed	-$7K	–	220
2013 Q2	$7K	Buy	+5,000	New	+$478K	﹤0.01%	190

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.