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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clear Investment Research's IWM Position: Q1 2026 in Review

Clear Investment Research opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 156 shares worth $38.6K. The stake represents 0.06% of the portfolio and ranks #118 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in IWM as recently as Q3 2025.

Clear Investment Research first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $212K in Q1 2021. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Clear Investment Research held 156 shares of iShares Russell 2000 ETF worth $38.6K as of Q1 2026.
  • iShares Russell 2000 ETF was a new Clear Investment Research position in Q1 2026.
  • iShares Russell 2000 ETF made up 0.06% of Clear Investment Research's portfolio in Q1 2026, its #118 holding.
  • Clear Investment Research first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Clear Investment Research's iShares Russell 2000 ETF position peaked at $212K in Q1 2021.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.