Drexel Morgan & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Drexel Morgan & Co’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	$711K	Hold	2,866	–	–	0.1%	43
2025 Q4	$705K	Hold	2,866	–	–	0.11%	40
2025 Q3	$693K	Hold	2,866	–	–	0.11%	39
2025 Q2	$618K	Hold	2,866	–	–	0.11%	39
2025 Q1	$572K	Hold	2,866	–	–	0.12%	39
2024 Q4	$633K	Hold	2,866	–	–	0.13%	39
2024 Q3	$633K	Hold	2,866	–	–	0.12%	41
2024 Q2	$581K	Hold	2,866	–	–	0.12%	39
2024 Q1	$603K	Hold	2,866	–	–	0.12%	38
2023 Q4	$575K	Buy	+2,866	New	+$513K	0.13%	38
2021 Q2	–	Sell	-1,026	Closed	-$227K	–	93
2021 Q1	$227K	Hold	1,026	–	–	0.06%	101
2020 Q4	$201K	Buy	+1,026	New	+$180K	0.06%	104

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

Drexel Morgan & Co's IWM Position: Q1 2026 in Review

Drexel Morgan & Co held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,866 shares worth $711K. The position accounts for 0.1% of the portfolio, ranked #43.

Drexel Morgan & Co first reported a position in IWM in Q4 2020 and has held it in 12 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Drexel Morgan & Co held 2,866 shares of iShares Russell 2000 ETF worth $711K as of Q1 2026.
Drexel Morgan & Co left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.1% of Drexel Morgan & Co's portfolio in Q1 2026, its #43 holding.
Drexel Morgan & Co first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 12 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.