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

CWA Asset Management Group’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 		$6.73M Sell
22,412
-297
-1% -$83.5K 0.21% 113
2026
Q1 		$5.63M Buy
22,709
+2,828
+14% +$729K 0.19% 116
2025
Q4 		$4.89M Sell
19,881
-1,273
-6% -$313K 0.18% 117
2025
Q3 		$5.12M Buy
21,154
+829
+4% +$190K 0.19% 114
2025
Q2 		$4.39M Buy
20,325
+1,538
+8% +$310K 0.19% 119
2025
Q1 		$3.75M Buy
18,787
+8,471
+82% +$1.84M 0.18% 121
2024
Q4 		$2.28M Buy
10,316
+8,614
+506% +$1.96M 0.11% 156
2024
Q3 		$376K Buy
+1,702
New +$364K 0.02% 423
2023
Q2 		– Sell
-1,754
Closed -$313K – 366
2023
Q1 		$313K Buy
+1,754
New +$323K 0.02% 254
2022
Q2 		– Sell
-1,063
Closed -$218K – 314
2022
Q1 		$218K Sell
1,063
-16
-1% -$3.26K 0.02% 278
2021
Q4 		$240K Buy
1,079
+74
+7% +$16.7K 0.02% 260
2021
Q3 		$220K Sell
1,005
-178
-15% -$39.5K 0.02% 255
2021
Q2 		$274K Buy
1,183
+180
+18% +$40.5K 0.02% 233
2021
Q1 		$222K Buy
+1,003
New +$219K 0.02% 247
2019
Q3 		– Sell
-1,305
Closed -$203K – 233
2019
Q2 		$203K Buy
+1,305
New +$201K 0.03% 213
2016
Q1 		– Sell
-2,800
Closed -$315K – 107
2015
Q4 		$315K Buy
+2,800
New +$323K 0.35% 97

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

CWA Asset Management Group's IWM Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, selling an estimated $83.5K and leaving 22,412 shares worth $6.73M. The position accounts for 0.21% of the portfolio, ranked #113.

CWA Asset Management Group first reported a position in IWM in Q4 2015 and has held it in 16 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CWA Asset Management Group held 22,412 shares of iShares Russell 2000 ETF worth $6.73M as of Q2 2026.
  • CWA Asset Management Group sold 297 iShares Russell 2000 ETF shares in Q2 2026, an estimated $83.5K.
  • iShares Russell 2000 ETF made up 0.21% of CWA Asset Management Group's portfolio in Q2 2026, its #113 holding.
  • CWA Asset Management Group first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 16 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.