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Clearline Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Clearline Capital’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 		$347M Buy
+1,400,000
New +$361M 18.03% 1
2025
Q3 		– Sell
-604,000
Closed -$130M – 123
2025
Q2 		$130M Buy
+604,000
New +$122M 4.87% 2
2022
Q4 		– Sell
-720,000
Closed -$119M – 136
2022
Q3 		$119M Buy
720,000
+348,800
+94% +$63.6M 14.2% 1
2022
Q2 		$62.9M Sell
371,200
-276,800
-43% -$51M 8.12% 1
2022
Q1 		$133M Buy
648,000
+137,400
+27% +$28M 15.29% 1
2021
Q4 		$114M Buy
+510,600
New +$115M 12.49% 1

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