Maia Wealth
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Maia Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Maia Wealth’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
Q3 		$218K Sell
786
-103
-12% -$30.2K 0.03% 330
2026
Q2 		$267K Sell
889
-257
-22% -$72.2K 0.04% 302
2026
Q1 		$284K Sell
1,146
-8
-0.7% -$2.06K 0.05% 301
2025
Q4 		$300K Sell
1,154
-237
-17% -$58.3K 0.05% 284
2025
Q3 		$339K Sell
1,391
-17
-1% -$3.9K 0.06% 258
2025
Q2 		$304K Sell
1,408
-327
-19% -$65.8K 0.06% 256
2025
Q1 		$324K Buy
+1,735
New +$376K 0.07% 224

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Maia Wealth's IWM Position: Q3 2026 in Review

Maia Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q3 2026, selling an estimated $30.2K and leaving 786 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #330.

Maia Wealth first reported a position in IWM in Q1 2025 and has held it in 7 quarters since. The position peaked at $339K in Q3 2025. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Maia Wealth held 786 shares of iShares Russell 2000 ETF worth $218K as of Q3 2026.
  • Maia Wealth sold 103 iShares Russell 2000 ETF shares in Q3 2026, an estimated $30.2K.
  • iShares Russell 2000 ETF made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #330 holding.
  • Maia Wealth first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 7 quarters since.
  • Maia Wealth's iShares Russell 2000 ETF position peaked at $339K in Q3 2025.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.