Excalibur Management’s iShares Russell 2000 ETF IWM Stock Holding History

Excalibur 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	$1.19M	Buy	4,790 +73	+2%	+$18.8K	0.43%	66
2025 Q4	$1.16M	Sell	4,717 -371	-7%	-$91.2K	0.42%	66
2025 Q3	$1.23M	Sell	5,088 -281	-5%	-$64.5K	0.45%	62
2025 Q2	$1.16M	Buy	5,369 +223	+4%	+$44.9K	0.43%	65
2025 Q1	$1.03M	Buy	5,146 +171	+3%	+$37.1K	0.4%	69
2024 Q4	$1.1M	Buy	4,975 +364	+8%	+$83K	0.44%	65
2024 Q3	$1.02M	Buy	4,611 +821	+22%	+$176K	0.39%	72
2024 Q2	$769K	Buy	3,790 +2,103	+125%	+$425K	0.31%	83
2024 Q1	$355K	Buy	1,687 +308	+22%	+$61.4K	0.15%	118
2023 Q4	$277K	Buy	+1,379	New	+$247K	0.13%	131

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

Excalibur Management's IWM Position: Q1 2026 in Review

Excalibur Management increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $18.8K and bringing the position to 4,790 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #66.

Excalibur Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Excalibur Management held 4,790 shares of iShares Russell 2000 ETF worth $1.19M as of Q1 2026.
Excalibur Management bought 73 iShares Russell 2000 ETF shares in Q1 2026, an estimated $18.8K.
iShares Russell 2000 ETF made up 0.43% of Excalibur Management's portfolio in Q1 2026, its #66 holding.
Excalibur Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Excalibur Management's iShares Russell 2000 ETF position peaked at $1.23M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.