ClearBridge Investments’s iShares Russell 2000 ETF IWM Stock Holding History

ClearBridge Investments’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	$64.2M	Sell	213,615 -98,900	-32%	-$27.8M	0.05%	292
2026 Q1	$77.5M	Buy	+312,515	New	+$80.6M	0.07%	242
2023 Q1	–	Sell	-2,561	Closed	-$447K	–	735
2022 Q4	$447K	Buy	+2,561	New	+$455K	﹤0.01%	701
2022 Q2	–	Sell	-1,305	Closed	-$268K	–	780
2022 Q1	$268K	Sell	1,305 -206	-14%	-$42K	﹤0.01%	759
2021 Q4	$336K	Buy	+1,511	New	+$341K	﹤0.01%	753
2020 Q2	–	Sell	-384	Closed	-$44K	–	1006
2020 Q1	$44K	Buy	384 +353	+1,139%	+$52.6K	﹤0.01%	785
2019 Q4	$5K	Buy	+31	New	+$4.9K	﹤0.01%	1037
2019 Q1	–	Sell	-700	Closed	-$94K	–	1099
2018 Q4	$94K	Buy	+700	New	+$104K	﹤0.01%	800
2018 Q3	–	Sell	-700	Closed	-$115K	–	1144
2018 Q2	$115K	Sell	700 -124	-15%	-$19.8K	﹤0.01%	762
2018 Q1	$125K	Hold	824	–	–	﹤0.01%	770
2017 Q4	$126K	Hold	824	–	–	﹤0.01%	770
2017 Q3	$122K	Hold	824	–	–	﹤0.01%	766
2017 Q2	$116K	Hold	824	–	–	﹤0.01%	769
2017 Q1	$113K	Hold	824	–	–	﹤0.01%	806
2016 Q4	$111K	Buy	+824	New	+$105K	﹤0.01%	822

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments's IWM Position: Q2 2026 in Review

ClearBridge Investments reduced its iShares Russell 2000 ETF (IWM) stake by 32% in Q2 2026, selling an estimated $27.8M and leaving 213,615 shares worth $64.2M. The position accounts for 0.05% of the portfolio, ranked #292.

ClearBridge Investments first reported a position in IWM in Q4 2016 and has held it in 15 quarters since. The position peaked at $77.5M in Q1 2026. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

ClearBridge Investments held 213,615 shares of iShares Russell 2000 ETF worth $64.2M as of Q2 2026.
ClearBridge Investments sold 98,900 iShares Russell 2000 ETF shares in Q2 2026, an estimated $27.8M.
iShares Russell 2000 ETF made up 0.05% of ClearBridge Investments's portfolio in Q2 2026, its #292 holding.
ClearBridge Investments first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 15 quarters since.
ClearBridge Investments's iShares Russell 2000 ETF position peaked at $77.5M in Q1 2026.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.