Question 1

How many shares of IWM does Cresset Asset Management, LLC own?

Accepted Answer

As of 2026-Q1, Cresset Asset Management, LLC holds 427,068 shares of IWM (ISHARES TR).

Question 2

What is Cresset Asset Management, LLC's IWM position worth?

Accepted Answer

As of 2026-Q1, Cresset Asset Management, LLC's IWM position is worth $105.9M.

Question 3

Is Cresset Asset Management, LLC buying or selling IWM?

Accepted Answer

In 2026-Q1, Cresset Asset Management, LLC decreased their IWM position (-1.8% change in shares).

Question 4

When did Cresset Asset Management, LLC first buy IWM?

Accepted Answer

Based on available 13F filings, Cresset Asset Management, LLC first reported a position in IWM in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	427,068	-1.8%	$105.9M	0.5%	$259.24	0
2025-Q4	Increased	434,935	+2.0%	$107.1M	0.5%	$248.03	37
2025-Q3	Decreased	426,506	-0.5%	$103.2M	0.4%	$240.81	0
2025-Q2	Increased	428,829	+6.0%	$92.5M	0.4%	$214.15	38
2025-Q1	Increased	404,690	+2.4%	$80.7M	0.4%	$198.67	36
2024-Q4	Decreased	395,139	-19.4%	$87.3M	0.4%	$218.23	0
2024-Q3	Increased	490,066	+1.6%	$108.3M	0.4%	$217.23	36
2024-Q2	Increased	482,342	+9.5%	$97.9M	0.4%	$199.36	39

IWMShowing 8 of 30 quarters

IWM
Showing 8 of 30 quarters