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Macroview Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Macroview Investment Management’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 		$323K Hold
1,075
– – 0.2% 83
2026
Q1 		$267K Sell
1,075
-64
-6% -$16.5K 0.19% 84
2025
Q4 		$280K Sell
1,139
-26
-2% -$6.39K 0.19% 82
2025
Q3 		$282K Sell
1,165
-8
-0.7% -$1.84K 0.21% 79
2025
Q2 		$253K Sell
1,173
-297
-20% -$59.8K 0.21% 81
2025
Q1 		$293K Sell
1,470
-489
-25% -$106K 0.27% 65
2024
Q4 		$433K Sell
1,959
-349
-15% -$79.6K 0.44% 48
2024
Q3 		$510K Buy
2,308
+199
+9% +$42.6K 0.5% 43
2024
Q2 		$428K Buy
2,109
+820
+64% +$166K 0.45% 45
2024
Q1 		$271K Buy
1,289
+507
+65% +$101K 0.3% 61
2023
Q4 		$157K Buy
782
+560
+252% +$100K 0.19% 79
2023
Q3 		$39.2K Buy
222
+174
+363% +$32.7K 0.05% 123
2023
Q2 		$8.97K Hold
48
– – 0.01% 281
2023
Q1 		$8.52K Hold
48
– – 0.01% 277
2022
Q4 		$8.3K Buy
48
+1
+2% +$178 0.01% 278
2022
Q3 		$8K Sell
47
-634
-93% -$116K 0.01% 259
2022
Q2 		$115K Hold
681
– – 0.19% 66
2022
Q1 		$140K Hold
681
– – 0.2% 59
2021
Q4 		$151K Buy
681
+1
+0.1% +$226 0.19% 53
2021
Q3 		$149K Buy
680
+2
+0.3% +$443 0.19% 51
2021
Q2 		$156K Hold
678
– – 0.21% 49
2021
Q1 		$150K Hold
678
– – 0.22% 45
2020
Q4 		$133K Hold
678
– – 0.2% 47
2020
Q3 		$102K Sell
678
-33
-5% -$4.96K 0.17% 48
2020
Q2 		$102K Buy
711
+1
+0.1% +$131 0.22% 45
2020
Q1 		$81K Sell
710
-18
-2% -$2.68K 0.17% 51
2019
Q4 		$121K Buy
728
+1
+0.1% +$158 0.25% 46
2019
Q3 		$110K Hold
727
– – 0.24% 46
2019
Q2 		$113K Hold
727
– – 0.29% 48
2019
Q1 		$111K Hold
727
– – 0.28% 56
2018
Q4 		$97K Buy
727
+1
+0.1% +$149 0.31% 48
2018
Q3 		$122K Sell
726
-409
-36% -$69K 0.38% 38
2018
Q2 		$186K Hold
1,135
– – 0.65% 22
2018
Q1 		$172K Buy
1,135
+409
+56% +$63.2K 0.61% 19
2017
Q4 		$111K Sell
726
-334
-32% -$50.2K 0.53% 24
2017
Q3 		$157K Buy
1,060
+1,018
+2,424% +$143K 0.78% 14
2017
Q2 		$6K Hold
42
– – 0.03% 129
2017
Q1 		$6K Hold
42
– – 0.03% 79
2016
Q4 		$6K Buy
+42
New +$5.37K 0.03% 77

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Macroview Investment Management's IWM Position: Q2 2026 in Review

Macroview Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,075 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #83.

Macroview Investment Management first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. The position peaked at $510K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Macroview Investment Management held 1,075 shares of iShares Russell 2000 ETF worth $323K as of Q2 2026.
  • Macroview Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.2% of Macroview Investment Management's portfolio in Q2 2026, its #83 holding.
  • Macroview Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
  • Macroview Investment Management's iShares Russell 2000 ETF position peaked at $510K in Q3 2024.
  • 1,192 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.