MAI Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

MAI Capital 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	–	–	–	1728
2025 Q4	–	Hold	0	–	–	–	1535
2025 Q3	–	Hold	0	–	–	–	1476
2025 Q2	–	Hold	0	–	–	–	1444
2025 Q1	–	Hold	0	–	–	–	1414
2024 Q4	–	Hold	0	–	–	–	1388
2022 Q3	–	Sell	-200	Closed	-$34K	–	993
2022 Q2	$34K	Buy	+200	New	+$36.9K	﹤0.01%	853
2021 Q1	–	Sell	-23,500	Closed	-$4.61M	–	764
2020 Q4	$4.61M	Hold	23,500	–	–	0.12%	134
2020 Q3	$3.52M	Buy	+23,500	New	+$3.54M	0.1%	137

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

MAI Capital Management's IWM Position: Q1 2026 in Review

MAI Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q1 2026, buying an estimated $3.52M and bringing the position to 508,759 shares worth $126M. The position accounts for 0.71% of the portfolio, ranked #28.

MAI Capital Management first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MAI Capital Management held 508,759 shares of iShares Russell 2000 ETF worth $126M as of Q1 2026.
MAI Capital Management bought 13,662 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.52M.
iShares Russell 2000 ETF made up 0.71% of MAI Capital Management's portfolio in Q1 2026, its #28 holding.
MAI Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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