CM Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CM Wealth 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	$1.95M	Buy	6,503 +1,067	+20%	+$300K	0.35%	30
2026 Q1	$1.35M	Sell	5,436 -103	-2%	-$26.6K	0.29%	36
2025 Q4	$1.36M	Sell	5,539 -1,647	-23%	-$405K	0.31%	33
2025 Q3	$1.74M	Buy	7,186 +2,055	+40%	+$472K	0.46%	25
2025 Q2	$1.11M	Sell	5,131 -400	-7%	-$80.5K	0.33%	28
2025 Q1	$1.1M	Hold	5,531	–	–	0.35%	26
2024 Q4	$1.22M	Buy	5,531 +45	+0.8%	+$10.3K	0.4%	24
2024 Q3	$1.21M	Buy	5,486 +2,336	+74%	+$500K	0.39%	22
2024 Q2	$639K	Sell	3,150 -77	-2%	-$15.6K	0.3%	31
2024 Q1	$661K	Buy	3,227 +133	+4%	+$26.5K	0.19%	59
2023 Q4	$621K	Buy	3,094 +779	+34%	+$140K	0.27%	35
2023 Q3	$413K	Sell	2,315 -20,385	-90%	-$3.83M	0.16%	49
2023 Q2	$4.46M	Sell	22,700 -2,394	-10%	-$427K	1.46%	9
2023 Q1	$4.3M	Buy	25,094 +22,238	+779%	+$4.09M	0.83%	10
2022 Q4	$498K	Hold	2,856	–	–	0.25%	41
2022 Q3	$471M	Hold	2,856	–	–	0.26%	41
2022 Q2	$484K	Buy	+2,856	New	+$526K	0.3%	42

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CM Wealth Advisors's IWM Position: Q2 2026 in Review

CM Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q2 2026, buying an estimated $300K and bringing the position to 6,503 shares worth $1.95M. The position accounts for 0.35% of the portfolio, ranked #30.

CM Wealth Advisors first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. The position peaked at $471M in Q3 2022. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

CM Wealth Advisors held 6,503 shares of iShares Russell 2000 ETF worth $1.95M as of Q2 2026.
CM Wealth Advisors bought 1,067 iShares Russell 2000 ETF shares in Q2 2026, an estimated $300K.
iShares Russell 2000 ETF made up 0.35% of CM Wealth Advisors's portfolio in Q2 2026, its #30 holding.
CM Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's iShares Russell 2000 ETF position peaked at $471M in Q3 2022.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.