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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$661K Sell
2,200
-100
-4% -$28.1K ﹤0.01% 1065
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

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. 2,740 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.
  • 2,740 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.