Cresset Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cresset Asset 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 Q2	$130M	Buy	432,154 +5,086	+1%	+$1.43M	0.47%	34
2026 Q1	$106M	Sell	427,068 -7,867	-2%	-$2.03M	0.46%	34
2025 Q4	$107M	Buy	434,935 +19,914	+5%	+$4.9M	0.45%	35
2025 Q3	$100M	Buy	415,021 +2,482	+0.6%	+$569K	0.44%	37
2025 Q2	$89M	Buy	412,539 +7,849	+2%	+$1.58M	0.44%	37
2025 Q1	$80.7M	Buy	404,690 +9,551	+2%	+$2.07M	0.4%	42
2024 Q4	$87.3M	Sell	395,139 -94,927	-19%	-$21.6M	0.42%	40
2024 Q3	$108M	Buy	490,066 +7,724	+2%	+$1.65M	0.42%	36
2024 Q2	$97.9M	Buy	482,342 +42,004	+10%	+$8.49M	0.41%	35
2024 Q1	$92.6M	Buy	440,338 +70,992	+19%	+$14.2M	0.45%	32
2023 Q4	$74.1M	Buy	369,346 +23,549	+7%	+$4.22M	0.44%	37
2023 Q3	$61.4M	Buy	345,797 +2,200	+0.6%	+$413K	0.24%	52
2023 Q2	$64.3M	Buy	343,597 +66,033	+24%	+$11.8M	0.08%	76
2023 Q1	$49.5M	Sell	277,564 -19,689	-7%	-$3.63M	0.99%	22
2022 Q4	$43.8M	Buy	297,253 +203,019	+215%	+$36.1M	0.55%	32
2022 Q3	$15.5M	Buy	94,234 +5,507	+6%	+$1M	0.2%	56
2022 Q2	$14.2M	Buy	88,727 +34,719	+64%	+$6.4M	0.17%	60
2022 Q1	$11.1M	Buy	54,008 +1,437	+3%	+$293K	0.12%	80
2021 Q4	$11.7M	Buy	52,571 +19,941	+61%	+$4.51M	0.11%	81
2021 Q3	$7.14M	Buy	32,630 +3,983	+14%	+$883K	0.1%	89
2021 Q2	$6.57M	Sell	28,647 -791	-3%	-$178K	0.09%	87
2021 Q1	$6.5M	Buy	29,438 +2,930	+11%	+$640K	0.1%	81
2020 Q4	$5.2M	Sell	26,508 -2,900	-10%	-$507K	0.08%	89
2020 Q3	$4.41M	Buy	29,408 +1,309	+5%	+$197K	0.08%	102
2020 Q2	$4.02M	Buy	28,099 +9,081	+48%	+$1.19M	0.09%	93
2020 Q1	$2.18M	Buy	19,018 +3,686	+24%	+$550K	0.07%	111
2019 Q4	$2.54M	Sell	15,332 -229	-1%	-$36.2K	0.07%	119
2019 Q3	$2.35M	Buy	15,561 +3,680	+31%	+$562K	0.07%	121
2019 Q2	$1.85M	Sell	11,881 -1,256	-10%	-$194K	0.06%	129
2019 Q1	$2.01M	Sell	13,137 -15,795	-55%	-$2.37M	0.08%	65
2018 Q4	$3.87M	Buy	+28,932	New	+$4.32M	0.23%	28

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

Cresset Asset Management's IWM Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, buying an estimated $1.43M and bringing the position to 432,154 shares worth $130M. The position accounts for 0.47% of the portfolio, ranked #34.

Cresset Asset Management first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cresset Asset Management held 432,154 shares of iShares Russell 2000 ETF worth $130M as of Q2 2026.
Cresset Asset Management bought 5,086 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.43M.
iShares Russell 2000 ETF made up 0.47% of Cresset Asset Management's portfolio in Q2 2026, its #34 holding.
Cresset Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.