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

Clearstead Trust’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	$31.7K	Sell	128 -266	-68%	-$68.6K	0.01%	364
2025 Q4	$97K	Hold	394	–	–	0.02%	254
2025 Q3	$95.3K	Sell	394 -45	-10%	-$10.3K	0.02%	248
2025 Q2	$94.7K	Buy	439 +90	+26%	+$18.1K	0.02%	248
2025 Q1	$69.6K	Sell	349 -7	-2%	-$1.52K	0.02%	247
2024 Q4	$78.7K	Hold	356	–	–	0.02%	226
2024 Q3	$78.6K	Sell	356 -27	-7%	-$5.78K	0.02%	209
2024 Q2	$77.7K	Hold	383	–	–	0.02%	206
2024 Q1	$80.5K	Hold	383	–	–	0.02%	203
2023 Q4	$76.9K	Hold	383	–	–	0.02%	212
2023 Q3	$67.7K	Buy	383 +27	+8%	+$5.07K	0.02%	199
2023 Q2	$66.7K	Hold	356	–	–	0.02%	193
2023 Q1	$63.5K	Hold	356	–	–	0.02%	202
2022 Q4	$62K	Hold	356	–	–	0.02%	218
2022 Q3	$59K	Buy	+356	New	+$64.9K	0.02%	204
2019 Q1	–	Sell	-146	Closed	-$20K	–	216
2018 Q4	$20K	Buy	+146	New	+$21.8K	0.02%	165

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clearstead Trust's IWM Position: Q1 2026 in Review

Clearstead Trust reduced its iShares Russell 2000 ETF (IWM) stake by 68% in Q1 2026, selling an estimated $68.6K and leaving 128 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #364.

Clearstead Trust first reported a position in IWM in Q4 2018 and has held it in 16 quarters since. The position peaked at $97K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Clearstead Trust held 128 shares of iShares Russell 2000 ETF worth $31.7K as of Q1 2026.
Clearstead Trust sold 266 iShares Russell 2000 ETF shares in Q1 2026, an estimated $68.6K.
iShares Russell 2000 ETF made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #364 holding.
Clearstead Trust first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 16 quarters since.
Clearstead Trust's iShares Russell 2000 ETF position peaked at $97K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.