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 Q2	$1.39M	Buy	4,626 +111	+2%	+$31.2K	0.24%	106
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 $1.55T 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

Magnolia Capital Advisors's IWM Position: Q2 2026 in Review

Magnolia Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q2 2026, buying an estimated $31.2K and bringing the position to 4,626 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #106.

Magnolia Capital Advisors first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Magnolia Capital Advisors held 4,626 shares of iShares Russell 2000 ETF worth $1.39M as of Q2 2026.
Magnolia Capital Advisors bought 111 iShares Russell 2000 ETF shares in Q2 2026, an estimated $31.2K.
iShares Russell 2000 ETF made up 0.24% of Magnolia Capital Advisors's portfolio in Q2 2026, its #106 holding.
Magnolia Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.