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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
2021
Q1 		– Sell
-11,000
Closed -$2.16M – 765
2020
Q4 		$2.16M Hold
11,000
– – 0.05% 196
2020
Q3 		$1.65M Buy
+11,000
New +$1.65M 0.05% 197

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
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.