Magnolia Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Magnolia Capital Advisors’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	$1.12M	Hold	4,515	–	–	0.22%	116
2025 Q4	$1.11M	Buy	+4,515	New	+$1.11M	0.23%	102
2025 Q3	–	Sell	-4,490	Closed	-$969K	–	242
2025 Q2	$969K	Hold	4,490	–	–	0.24%	106
2025 Q1	$896K	Hold	4,490	–	–	0.24%	105
2024 Q4	$992K	Buy	4,490 +110	+3%	+$25.1K	0.26%	100
2024 Q3	$967K	Buy	+4,380	New	+$937K	0.48%	64

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

Magnolia Capital Advisors's IWM Position: Q1 2026 in Review

Magnolia Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,515 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #116.

Magnolia Capital Advisors first reported a position in IWM in Q3 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Magnolia Capital Advisors held 4,515 shares of iShares Russell 2000 ETF worth $1.12M as of Q1 2026.
Magnolia Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.22% of Magnolia Capital Advisors's portfolio in Q1 2026, its #116 holding.
Magnolia Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.