Clearstead Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.7M | Sell |
98,825
-21,992
| -18% | -$6.18M | 0.28% | 72 |
|
|
2026
Q1 | $30M | Buy |
120,817
+27,637
| +30% | +$7.13M | 0.27% | 74 |
|
|
2025
Q4 | $22.9M | Sell |
93,180
-1,111
| -1% | -$273K | 0.29% | 73 |
|
|
2025
Q3 | $22.8M | Sell |
94,291
-543
| -0.6% | -$125K | 0.3% | 71 |
|
|
2025
Q2 | $20.5M | Sell |
94,834
-3,485
| -4% | -$701K | 0.29% | 81 |
|
|
2025
Q1 | $19.6M | Sell |
98,319
-934
| -0.9% | -$203K | 0.3% | 75 |
|
|
2024
Q4 | $21.9M | Sell |
99,253
-8,924
| -8% | -$2.03M | 0.33% | 66 |
|
|
2024
Q3 | $23.9M | Buy |
108,177
+2,751
| +3% | +$589K | 0.37% | 57 |
|
|
2024
Q2 | $21.4M | Buy |
105,426
+75,956
| +258% | +$15.4M | 0.36% | 57 |
|
|
2024
Q1 | $6.03M | Sell |
29,470
-2,121
| -7% | -$423K | 0.3% | 68 |
|
|
2023
Q4 | $6.34M | Buy |
31,591
+777
| +3% | +$139K | 0.34% | 59 |
|
|
2023
Q3 | $5.45M | Buy |
30,814
+2,237
| +8% | +$420K | 0.33% | 59 |
|
|
2023
Q2 | $5.35M | Buy |
28,577
+585
| +2% | +$104K | 0.32% | 62 |
|
|
2023
Q1 | $4.99M | Sell |
27,992
-104
| -0.4% | -$19.1K | 0.36% | 61 |
|
|
2022
Q4 | $4.9M | Sell |
28,096
-262
| -0.9% | -$46.6K | 0.38% | 58 |
|
|
2022
Q3 | $4.68M | Buy |
28,358
+153
| +0.5% | +$27.9K | 0.43% | 51 |
|
|
2022
Q2 | $4.78M | Buy |
28,205
+294
| +1% | +$54.2K | 0.37% | 59 |
|
|
2022
Q1 | $5.73M | Buy |
27,911
+1,225
| +5% | +$250K | 0.39% | 54 |
|
|
2021
Q4 | $5.94M | Buy |
26,686
+1,059
| +4% | +$239K | 0.4% | 53 |
|
|
2021
Q3 | $5.61M | Buy |
25,627
+1,036
| +4% | +$230K | 0.42% | 54 |
|
|
2021
Q2 | $5.64M | Buy |
24,591
+443
| +2% | +$99.6K | 0.43% | 50 |
|
|
2021
Q1 | $5.33M | Buy |
24,148
+1,123
| +5% | +$245K | 0.44% | 47 |
|
|
2020
Q4 | $4.51M | Buy |
23,025
+175
| +0.8% | +$30.6K | 0.41% | 57 |
|
|
2020
Q3 | $3.42M | Sell |
22,850
-1,235
| -5% | -$186K | 0.37% | 60 |
|
|
2020
Q2 | $3.45M | Sell |
24,085
-1,659
| -6% | -$218K | 0.4% | 56 |
|
|
2020
Q1 | $2.95M | Sell |
25,744
-160
| -0.6% | -$23.9K | 0.43% | 51 |
|
|
2019
Q4 | $4.29M | Buy |
25,904
+83
| +0.3% | +$13.1K | 0.52% | 46 |
|
|
2019
Q3 | $3.91M | Sell |
25,821
-935
| -3% | -$143K | 0.52% | 46 |
|
|
2019
Q2 | $4.16M | Sell |
26,756
-150
| -0.6% | -$23.1K | 0.55% | 45 |
|
|
2019
Q1 | $4.12M | Hold |
26,906
| – | – | 0.57% | 47 |
|
|
2018
Q4 | $3.6M | Sell |
26,906
-943
| -3% | -$141K | 0.56% | 49 |
|
|
2018
Q3 | $4.69M | Sell |
27,849
-45
| -0.2% | -$7.6K | 0.64% | 34 |
|
|
2018
Q2 | $4.57M | Hold |
27,894
| – | – | 0.65% | 32 |
|
|
2018
Q1 | $4.24M | Sell |
27,894
-11,147
| -29% | -$1.72M | 0.61% | 35 |
|
|
2017
Q4 | $5.95M | Buy |
39,041
+214
| +0.6% | +$32.1K | 0.81% | 23 |
|
|
2017
Q3 | $5.75M | Sell |
38,827
-2,584
| -6% | -$364K | 0.75% | 25 |
|
|
2017
Q2 | $5.84M | Buy |
41,411
+6,169
| +18% | +$854K | 0.85% | 22 |
|
|
2017
Q1 | $4.84M | Buy |
35,242
+1,209
| +4% | +$165K | 0.7% | 29 |
|
|
2016
Q4 | $4.59M | Buy |
+34,033
| New | +$4.35M | 0.74% | 26 |
|
Other funds holding IWM
Clearstead Advisors's IWM Position: Q2 2026 in Review
Clearstead Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, selling an estimated $6.18M and leaving 98,825 shares worth $29.7M. The position accounts for 0.28% of the portfolio, ranked #72.
Clearstead Advisors first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. The position peaked at $30M in Q1 2026. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Clearstead Advisors held 98,825 shares of iShares Russell 2000 ETF worth $29.7M as of Q2 2026.
- Clearstead Advisors sold 21,992 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.18M.
- iShares Russell 2000 ETF made up 0.28% of Clearstead Advisors's portfolio in Q2 2026, its #72 holding.
- Clearstead Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's iShares Russell 2000 ETF position peaked at $30M in Q1 2026.
- 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.