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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
2016
Q1 		– Sell
-1,200
Closed -$134K – 217
2015
Q4 		$134K Buy
+1,200
New +$138K ﹤0.01% 211

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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 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

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. 2,569 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.
  • 2,569 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.