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 Q1	–	Hold	0	–	-$1.03M	–	104
2025 Q4	–	Hold	0	–	–	–	40
2025 Q3	–	Hold	0	–	–	–	38
2025 Q2	–	Hold	0	–	–	–	38
2025 Q1	–	Hold	0	–	–	–	37
2024 Q4	–	Hold	0	–	–	–	33
2024 Q3	–	Hold	0	–	–	–	86
2024 Q2	–	Hold	0	–	–	–	32
2024 Q1	–	Hold	0	–	–	–	35
2023 Q4	–	Hold	0	–	–	–	27
2023 Q3	–	Hold	0	–	–	–	35
2022 Q3	–	Hold	0	–	-$1.24M	–	462
2022 Q2	–	Sell	-1,700	Closed	-$313K	–	17
2022 Q1	$349K	Hold	1,700	–	–	0.5%	44
2021 Q4	$378K	Hold	1,700	–	–	0.48%	40
2021 Q3	$372K	Buy	1,700 +200	+13%	+$44.3K	0.48%	38
2021 Q2	$344K	Hold	1,500	–	–	0.46%	36
2021 Q1	$331K	Hold	1,500	–	–	0.47%	32
2020 Q4	$294K	Sell	1,500 -1,500	-50%	-$262K	0.44%	37
2020 Q3	$450K	Hold	3,000	–	–	0.77%	27
2020 Q2	$430K	Buy	3,000 +1,500	+100%	+$197K	0.91%	24
2020 Q1	$172K	Hold	1,500	–	–	0.37%	31
2019 Q4	$249K	Buy	+1,500	New	+$237K	0.52%	31

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

Macroview Investment Management's IWM Position: Q1 2026 in Review

Macroview Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.6% in Q1 2026, selling an estimated $16.5K and leaving 1,075 shares worth $267K. The position accounts for 0.19% of the portfolio, ranked #84.

Macroview Investment Management first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $510K in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Macroview Investment Management held 1,075 shares of iShares Russell 2000 ETF worth $267K as of Q1 2026.
Macroview Investment Management sold 64 iShares Russell 2000 ETF shares in Q1 2026, an estimated $16.5K.
iShares Russell 2000 ETF made up 0.19% of Macroview Investment Management's portfolio in Q1 2026, its #84 holding.
Macroview Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
Macroview Investment Management's iShares Russell 2000 ETF position peaked at $510K in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.