St. Clair Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

St. Clair 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	$720K	Sell	2,398 -9,756	-80%	-$2.74M	0.19%	57
2026 Q1	$3.01M	Buy	12,154 +7,562	+165%	+$1.95M	0.8%	27
2025 Q4	$1.13M	Buy	4,592 +2,874	+167%	+$707K	0.29%	46
2025 Q3	$416K	Buy	1,718 +27	+2%	+$6.2K	0.11%	70
2025 Q2	$365K	Sell	1,691 -953	-36%	-$192K	0.1%	71
2025 Q1	$527K	Sell	2,644 -2,190	-45%	-$475K	0.15%	60
2024 Q4	$1.07M	Buy	4,834 +2,782	+136%	+$634K	0.31%	44
2024 Q3	$453K	Sell	2,052 -225	-10%	-$48.1K	0.13%	66
2024 Q2	$462K	Sell	2,277 -500	-18%	-$101K	0.15%	63
2024 Q1	$584K	Sell	2,777 -1,844	-40%	-$368K	0.19%	60
2023 Q4	$927K	Buy	4,621 +792	+21%	+$142K	0.32%	49
2023 Q3	$677K	Buy	3,829 +567	+17%	+$106K	0.27%	50
2023 Q2	$611K	Hold	3,262	–	–	0.24%	53
2023 Q1	$582K	Sell	3,262 -514	-14%	-$94.6K	0.25%	51
2022 Q4	$658K	Buy	3,776 +679	+22%	+$121K	0.41%	31
2022 Q3	$511K	Sell	3,097 -227	-7%	-$41.4K	0.41%	22
2022 Q2	$563K	Buy	3,324 +714	+27%	+$132K	0.46%	22
2022 Q1	$536K	Sell	2,610 -12,786	-83%	-$2.61M	0.36%	24
2021 Q4	$3.42M	Buy	15,396 +12,799	+493%	+$2.89M	1.97%	11
2021 Q3	$568K	Buy	+2,597	New	+$576K	0.39%	24

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

St. Clair Advisors's IWM Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 80% in Q2 2026, selling an estimated $2.74M and leaving 2,398 shares worth $720K. The position accounts for 0.19% of the portfolio, ranked #57.

St. Clair Advisors first reported a position in IWM in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.42M in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

St. Clair Advisors held 2,398 shares of iShares Russell 2000 ETF worth $720K as of Q2 2026.
St. Clair Advisors sold 9,756 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.74M.
iShares Russell 2000 ETF made up 0.19% of St. Clair Advisors's portfolio in Q2 2026, its #57 holding.
St. Clair Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 20 quarters since.
St. Clair Advisors's iShares Russell 2000 ETF position peaked at $3.42M in Q4 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.