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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,734 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.
2,734 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.