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Clear Investment Research’s iShares Russell 2000 ETF IWM Stock Holding History

Clear Investment Research’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
Q2 		– Sell
-156
Closed -$38.6K – 128
2026
Q1 		$38.6K Buy
+156
New +$40.2K 0.06% 118
2025
Q4 		– Sell
-135
Closed -$32.7K – 135
2025
Q3 		$32.7K Buy
135
+6
+5% +$1.38K 0.04% 142
2025
Q2 		$28K Sell
129
-211
-62% -$42.5K 0.04% 134
2025
Q1 		$67.9K Hold
340
– – 0.09% 91
2024
Q4 		$75.1K Buy
340
+27
+9% +$6.16K 0.1% 90
2024
Q3 		$69.3K Sell
313
-131
-30% -$28K 0.09% 89
2024
Q2 		$90.1K Sell
444
-43
-9% -$8.69K 0.12% 80
2024
Q1 		$103K Buy
487
+17
+4% +$3.39K 0.14% 72
2023
Q4 		$94.4K Hold
470
– – 0.13% 77
2023
Q3 		$83.1K Hold
470
– – 0.14% 71
2023
Q2 		$88K Hold
470
– – 0.15% 68
2023
Q1 		$83.9K Buy
470
+1
+0.2% +$184 0.15% 68
2022
Q4 		$82K Hold
469
– – 0.16% 65
2022
Q3 		$77K Hold
469
– – 0.16% 64
2022
Q2 		$80K Buy
469
+4
+0.9% +$737 0.18% 65
2022
Q1 		$96K Sell
465
-424
-48% -$86.5K 0.19% 66
2021
Q4 		$198K Buy
889
+3
+0.3% +$678 0.3% 49
2021
Q3 		$194K Buy
886
+158
+22% +$35K 0.31% 48
2021
Q2 		$167K Sell
728
-230
-24% -$51.7K 0.28% 52
2021
Q1 		$212K Buy
958
+119
+14% +$26K 0.38% 38
2020
Q4 		$165K Buy
839
+161
+24% +$28.2K 0.3% 43
2020
Q3 		$102K Sell
678
-29
-4% -$4.36K 0.21% 55
2020
Q2 		$101K Buy
707
+125
+21% +$16.4K 0.22% 53
2020
Q1 		$67K Sell
582
-80
-12% -$11.9K 0.16% 61
2019
Q4 		$110K Buy
+662
New +$105K 0.23% 53

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clear Investment Research's IWM Position: Q2 2026 in Review

Clear Investment Research sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 156 shares — an estimated $38.6K sold.

Clear Investment Research first reported a position in IWM in Q4 2019 and held it in 25 quarters. The position peaked at $212K in Q1 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Clear Investment Research reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 156 iShares Russell 2000 ETF shares in Q2 2026, an estimated $38.6K.
  • Clear Investment Research first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 25 quarters.
  • Clear Investment Research's iShares Russell 2000 ETF position peaked at $212K in Q1 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.