M1FG
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Mach-1 Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Mach-1 Financial Group’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
2024
Q1 		– Sell
-205,600
Closed -$589K – 144
2023
Q4 		$589K Sell
205,600
-32,000
-13% -$5.73M 0.22% 92
2023
Q3 		$871K Sell
237,600
-16,700
-7% -$3.14M 0.36% 67
2023
Q2 		$47.6M Buy
+254,300
New +$45.3M 13.49% 2
2023
Q1 		– Sell
-267,300
Closed -$46.6M – 305
2022
Q4 		$46.6M Buy
+267,300
New +$47.5M 15.3% 1

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mach-1 Financial Group's IWM Position: Q1 2026 in Review

Mach-1 Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,075 shares — an estimated $265K sold.

Mach-1 Financial Group first reported a position in IWM in Q4 2022 and held it in 3 quarters. The position peaked at $265K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Mach-1 Financial Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Mach-1 Financial Group sold 1,075 iShares Russell 2000 ETF shares in Q1 2026, an estimated $265K.
  • Mach-1 Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's iShares Russell 2000 ETF position peaked at $265K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.