Cramer Rosenthal McGlynn’s iShares Russell 2000 ETF IWM Stock Holding History

Cramer Rosenthal McGlynn’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	–	Sell	-13,045	Closed	-$3.21M	–	94
2025 Q4	$3.21M	Buy	+13,045	New	+$3.21M	0.21%	79
2025 Q1	–	Sell	-23,518	Closed	-$5.2M	–	94
2024 Q4	$5.2M	Buy	+23,518	New	+$5.36M	0.29%	84
2024 Q1	–	Sell	-21,194	Closed	-$4.25M	–	108
2023 Q4	$4.25M	Buy	+21,194	New	+$3.8M	0.23%	90
2023 Q1	–	Sell	-24,299	Closed	-$4.24M	–	108
2022 Q4	$4.24M	Buy	24,299 +15,508	+176%	+$2.76M	0.19%	91
2022 Q3	$1.45M	Buy	8,791 +4,154	+90%	+$758K	0.07%	100
2022 Q2	$785K	Buy	+4,637	New	+$855K	0.04%	98
2017 Q1	–	Sell	-1,590	Closed	-$214K	–	218
2016 Q4	$214K	Buy	+1,590	New	+$203K	﹤0.01%	196

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Cramer Rosenthal McGlynn's IWM Position: Q1 2026 in Review

Cramer Rosenthal McGlynn sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 13,045 shares — an estimated $3.21M sold.

Cramer Rosenthal McGlynn first reported a position in IWM in Q4 2016 and held it in 7 quarters. The position peaked at $5.2M in Q4 2024. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cramer Rosenthal McGlynn reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Cramer Rosenthal McGlynn sold 13,045 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.21M.
Cramer Rosenthal McGlynn first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 7 quarters.
Cramer Rosenthal McGlynn's iShares Russell 2000 ETF position peaked at $5.2M in Q4 2024.
2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.