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McClarren Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

McClarren Financial Advisors’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 		$1.31M Sell
4,362
-133
-3% -$37.4K 0.68% 28
2026
Q1 		$1.11M Buy
4,495
+845
+23% +$218K 0.66% 27
2025
Q4 		$1.16M Sell
3,650
-1,458
-29% -$358K 0.69% 26
2025
Q3 		$1.16M Buy
5,108
+303
+6% +$69.5K 0.71% 26
2025
Q2 		$1.04M Sell
4,805
-217
-4% -$43.7K 0.67% 27
2025
Q1 		$985K Buy
+5,022
New +$1.09M 0.65% 28
2024
Q4 		– Sell
-4,685
Closed -$260K – 260
2024
Q3 		$260K Buy
4,685
+1,845
+65% +$395K 0.03% 66
2024
Q2 		$961K Sell
2,840
-1,892
-40% -$382K 0.67% 25
2024
Q1 		$996K Buy
4,732
+19
+0.4% +$3.79K 0.72% 25
2023
Q4 		$946K Buy
4,713
+74
+2% +$13.3K 0.72% 25
2023
Q3 		$817K Sell
4,639
-40
-0.9% -$7.51K 0.71% 24
2023
Q2 		$876K Buy
4,679
+16
+0.3% +$2.85K 0.72% 24
2023
Q1 		$826K Buy
4,663
+13
+0.3% +$2.39K 0.75% 22
2022
Q4 		$810K Buy
4,650
+19
+0.4% +$3.38K 0.77% 21
2022
Q3 		$763K Buy
4,631
+3,201
+224% +$584K 0.76% 21
2022
Q2 		$242K Sell
1,430
-3,625
-72% -$668K 0.77% 25
2022
Q1 		$1.04M Sell
5,055
-63
-1% -$12.9K 0.75% 23
2021
Q4 		$1.14M Sell
5,118
-351
-6% -$79.3K 0.78% 22
2021
Q3 		$1.2M Buy
5,469
+27
+0.5% +$5.99K 0.93% 17
2021
Q2 		$1.25M Sell
5,442
-166
-3% -$37.3K 1.01% 17
2021
Q1 		$1.24M Buy
5,608
+11
+0.2% +$2.4K 1.11% 18
2020
Q4 		$1.1M Buy
+5,597
New +$979K 1.05% 18

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McClarren Financial Advisors's IWM Position: Q2 2026 in Review

McClarren Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q2 2026, selling an estimated $37.4K and leaving 4,362 shares worth $1.31M. The position accounts for 0.68% of the portfolio, ranked #28.

McClarren Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • McClarren Financial Advisors held 4,362 shares of iShares Russell 2000 ETF worth $1.31M as of Q2 2026.
  • McClarren Financial Advisors sold 133 iShares Russell 2000 ETF shares in Q2 2026, an estimated $37.4K.
  • iShares Russell 2000 ETF made up 0.68% of McClarren Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • McClarren Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.