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Clearstead Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Clearstead Advisors’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 		$30K Buy
+100
New +$28.1K ﹤0.01% 1670

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

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.