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Clifford Swan Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Clifford Swan Investment Counsel’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 		$518K Buy
2,088
+16
+0.8% +$4.13K 0.02% 211
2025
Q4 		$510K Buy
2,072
+15
+0.7% +$3.69K 0.02% 224
2025
Q3 		$498K Buy
2,057
+6
+0.3% +$1.38K 0.02% 224
2025
Q2 		$443K Sell
2,051
-100
-5% -$20.1K 0.02% 230
2025
Q1 		$429K Hold
2,151
– – 0.02% 227
2024
Q4 		$475K Hold
2,151
– – 0.02% 219
2024
Q3 		$475K Hold
2,151
– – 0.02% 229
2024
Q2 		$436K Hold
2,151
– – 0.02% 226
2024
Q1 		$452K Sell
2,151
-250
-10% -$49.9K 0.02% 224
2023
Q4 		$482K Hold
2,401
– – 0.02% 217
2023
Q3 		$424K Hold
2,401
– – 0.02% 221
2023
Q2 		$450K Buy
2,401
+100
+4% +$17.8K 0.02% 220
2023
Q1 		$410K Hold
2,301
– – 0.02% 228
2022
Q4 		$401K Sell
2,301
-3
-0.1% -$534 0.02% 225
2022
Q3 		$380K Hold
2,304
– – 0.02% 232
2022
Q2 		$390K Buy
2,304
+422
+22% +$77.8K 0.02% 244
2022
Q1 		$386K Buy
1,882
+10
+0.5% +$2.04K 0.01% 256
2021
Q4 		$416K Hold
1,872
– – 0.01% 250
2021
Q3 		$438K Sell
1,872
-10
-0.5% -$2.22K 0.02% 246
2021
Q2 		$410K Hold
1,882
– – 0.02% 243
2021
Q1 		$416K Hold
1,882
– – 0.02% 240
2020
Q4 		$369K Sell
1,882
-400
-18% -$70K 0.02% 250
2020
Q3 		$342K Hold
2,282
– – 0.02% 245
2020
Q2 		$327K Sell
2,282
-14,718
-87% -$1.93M 0.02% 249
2020
Q1 		$1.95M Sell
17,000
-213
-1% -$31.8K 0.12% 122
2019
Q4 		$2.85M Sell
17,213
-150
-0.9% -$23.7K 0.14% 115
2019
Q3 		$2.63M Hold
17,363
– – 0.14% 115
2019
Q2 		$2.7M Buy
17,363
+534
+3% +$82.3K 0.14% 115
2019
Q1 		$2.58M Buy
16,829
+36
+0.2% +$5.41K 0.14% 116
2018
Q4 		$2.25M Sell
16,793
-400
-2% -$59.7K 0.14% 116
2018
Q3 		$2.9M Buy
17,193
+200
+1% +$33.8K 0.15% 113
2018
Q2 		$2.78M Buy
16,993
+24
+0.1% +$3.84K 0.16% 113
2018
Q1 		$2.58M Sell
16,969
-50
-0.3% -$7.72K 0.15% 114
2017
Q4 		$2.6M Sell
17,019
-10
-0.1% -$1.5K 0.14% 117
2017
Q3 		$2.52M Sell
17,029
-7,879
-32% -$1.11M 0.15% 114
2017
Q2 		$3.51M Buy
24,908
+639
+3% +$88.4K 0.22% 106
2017
Q1 		$3.34M Buy
24,269
+1,165
+5% +$159K 0.21% 103
2016
Q4 		$3.12M Buy
23,104
+651
+3% +$83.2K 0.21% 101
2016
Q3 		$2.79M Buy
22,453
+80
+0.4% +$9.72K 0.19% 104
2016
Q2 		$2.57M Sell
22,373
-900
-4% -$102K 0.18% 107
2016
Q1 		$2.58M Hold
23,273
– – 0.17% 105
2015
Q4 		$2.62M Sell
23,273
-2,317
-9% -$267K 0.18% 104
2015
Q3 		$2.79M Buy
+25,590
New +$3.03M 0.2% 97

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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

Clifford Swan Investment Counsel's IWM Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its iShares Russell 2000 ETF (IWM) stake by 0.77% in Q1 2026, buying an estimated $4.13K and bringing the position to 2,088 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #211.

Clifford Swan Investment Counsel first reported a position in IWM in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.51M in Q2 2017. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Clifford Swan Investment Counsel held 2,088 shares of iShares Russell 2000 ETF worth $518K as of Q1 2026.
  • Clifford Swan Investment Counsel bought 16 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.13K.
  • iShares Russell 2000 ETF made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #211 holding.
  • Clifford Swan Investment Counsel first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 43 quarters since.
  • Clifford Swan Investment Counsel's iShares Russell 2000 ETF position peaked at $3.51M in Q2 2017.
  • 2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.