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 Q1	$43.1K	Buy	2,300 +300	+15%	+$77.4K	﹤0.01%	1584
2025 Q4	$492K	Buy	2,000 +100	+5%	+$24.6K	﹤0.01%	1077
2025 Q3	$460K	Buy	1,900 +200	+12%	+$45.9K	﹤0.01%	1060
2025 Q2	$367K	Buy	1,700 +900	+113%	+$181K	﹤0.01%	1054
2025 Q1	$160K	Buy	+800	New	+$174K	﹤0.01%	1561

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cresset Asset Management's IWM Position: Q1 2026 in Review

Cresset Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q1 2026, selling an estimated $2.03M and leaving 427,068 shares worth $106M. The position accounts for 0.46% of the portfolio, ranked #34.

Cresset Asset Management first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $108M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cresset Asset Management held 427,068 shares of iShares Russell 2000 ETF worth $106M as of Q1 2026.
Cresset Asset Management sold 7,867 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.03M.
iShares Russell 2000 ETF made up 0.46% of Cresset Asset Management's portfolio in Q1 2026, its #34 holding.
Cresset Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's iShares Russell 2000 ETF position peaked at $108M in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.