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Cranbrook Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cranbrook Wealth Management’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 		$3.42M Sell
13,800
-342
-2% -$88.2K 0.7% 35
2025
Q4 		$3.48M Sell
14,142
-601
-4% -$148K 0.69% 36
2025
Q3 		$3.57M Sell
14,743
-371
-2% -$85.1K 0.72% 34
2025
Q2 		$3.26M Sell
15,114
-87
-0.6% -$17.5K 0.7% 35
2025
Q1 		$3.03M Sell
15,201
-500
-3% -$108K 0.7% 34
2024
Q4 		$3.47M Sell
15,701
-150
-0.9% -$34.2K 0.8% 31
2024
Q3 		$3.5M Sell
15,851
-788
-5% -$169K 0.8% 33
2024
Q2 		$3.38M Sell
16,639
-382
-2% -$77.2K 0.83% 31
2024
Q1 		$3.58M Sell
17,021
-171
-1% -$34.1K 0.91% 29
2023
Q4 		$3.45M Buy
17,192
+61
+0.4% +$10.9K 0.92% 29
2023
Q3 		$3.03M Sell
17,131
-93
-0.5% -$17.5K 0.89% 30
2023
Q2 		$3.23M Sell
17,224
-15
-0.1% -$2.67K 0.9% 31
2023
Q1 		$3.08M Sell
17,239
-5,119
-23% -$942K 0.87% 32
2022
Q4 		$3.9M Sell
22,358
-581
-3% -$103K 1.06% 26
2022
Q3 		$3.78M Buy
22,939
+1,272
+6% +$232K 0.98% 30
2022
Q2 		$3.67M Buy
21,667
+966
+5% +$178K 0.92% 31
2022
Q1 		$4.25M Sell
20,701
-151
-0.7% -$30.8K 0.92% 29
2021
Q4 		$4.64M Sell
20,852
-714
-3% -$161K 0.99% 27
2021
Q3 		$4.72M Buy
21,566
+1,284
+6% +$285K 1.07% 28
2021
Q2 		$4.65M Sell
20,282
-324
-2% -$72.8K 1.06% 28
2021
Q1 		$4.55M Sell
20,606
-191
-0.9% -$41.7K 1.1% 26
2020
Q4 		$4.08M Sell
20,797
-69
-0.3% -$12.1K 1.04% 29
2020
Q3 		$3.13M Sell
20,866
-1,027
-5% -$155K 0.9% 32
2020
Q2 		$3.13M Buy
21,893
+12,433
+131% +$1.63M 0.94% 31
2020
Q1 		$1.08M Buy
9,460
+4
+0% +$596 0.37% 49
2019
Q4 		$1.57M Sell
9,456
-62
-0.7% -$9.8K 0.43% 45
2019
Q3 		$1.44M Hold
9,518
– – 0.41% 45
2019
Q2 		$1.48M Sell
9,518
-33
-0.3% -$5.09K 0.43% 46
2019
Q1 		$1.46M Hold
9,551
– – 0.46% 45
2018
Q4 		$1.28M Buy
9,551
+2,406
+34% +$359K 0.45% 45
2018
Q3 		$1.2M Hold
7,145
– – 0.42% 44
2018
Q2 		$1.17M Hold
7,145
– – 0.45% 44
2018
Q1 		$1.08M Hold
7,145
– – 0.43% 44
2017
Q4 		$1.09M Hold
7,145
– – 0.43% 44
2017
Q3 		$1.06M Hold
7,145
– – 0.44% 42
2017
Q2 		$1.01M Buy
7,145
+182
+3% +$25.2K 0.44% 41
2017
Q1 		$957K Hold
6,963
– – 0.45% 40
2016
Q4 		$939K Hold
6,963
– – 0.46% 40
2016
Q3 		$865K Hold
6,963
– – 0.43% 38
2016
Q2 		$801K Sell
6,963
-419
-6% -$47.3K 0.41% 38
2016
Q1 		$817K Buy
7,382
+580
+9% +$60K 0.43% 36
2015
Q4 		$766K Buy
6,802
+61
+0.9% +$7.04K 0.43% 36
2015
Q3 		$736K Buy
6,741
+25
+0.4% +$2.96K 0.42% 35
2015
Q2 		$839K Hold
6,716
– – 0.48% 35
2015
Q1 		$835K Buy
6,716
+328
+5% +$39.5K 0.49% 34
2014
Q4 		$764K Buy
6,388
+248
+4% +$28.4K 0.47% 34
2014
Q3 		$671K Buy
6,140
+138
+2% +$15.8K 0.45% 31
2014
Q2 		$713K Buy
6,002
+225
+4% +$25.6K 0.47% 31
2014
Q1 		$672K Buy
5,777
+173
+3% +$20K 0.47% 31
2013
Q4 		$646K Buy
+5,604
New +$619K 0.44% 34

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

Cranbrook Wealth Management's IWM Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2026, selling an estimated $88.2K and leaving 13,800 shares worth $3.42M. The position accounts for 0.7% of the portfolio, ranked #35.

Cranbrook Wealth Management first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.72M in Q3 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cranbrook Wealth Management held 13,800 shares of iShares Russell 2000 ETF worth $3.42M as of Q1 2026.
  • Cranbrook Wealth Management sold 342 iShares Russell 2000 ETF shares in Q1 2026, an estimated $88.2K.
  • iShares Russell 2000 ETF made up 0.7% of Cranbrook Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Cranbrook Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
  • Cranbrook Wealth Management's iShares Russell 2000 ETF position peaked at $4.72M in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.