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MassMutual Private Wealth & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.11M Sell
7,039
-362
-5% -$102K 0.05% 191
2026
Q1 		$1.84M Sell
7,401
-99
-1% -$25.5K 0.05% 199
2025
Q4 		$1.85M Sell
7,500
-110
-1% -$27K 0.05% 201
2025
Q3 		$1.84M Sell
7,610
-655
-8% -$150K 0.05% 201
2025
Q2 		$1.78M Buy
8,265
+801
+11% +$161K 0.05% 206
2025
Q1 		$1.49M Sell
7,464
-1,045
-12% -$227K 0.04% 223
2024
Q4 		$1.88M Sell
8,509
-154
-2% -$35.1K 0.05% 203
2024
Q3 		$1.91M Sell
8,663
-916
-10% -$196K 0.05% 208
2024
Q2 		$1.94M Sell
9,579
-1,455
-13% -$294K 0.06% 196
2024
Q1 		$2.32M Sell
11,034
-1,651
-13% -$329K 0.07% 180
2023
Q4 		$2.55M Sell
12,685
-52,872
-81% -$9.47M 0.09% 175
2023
Q3 		$11.6M Buy
65,557
+2,635
+4% +$495K 0.43% 63
2023
Q2 		$11.8M Buy
62,922
+2,053
+3% +$366K 0.42% 63
2023
Q1 		$10.9M Buy
60,869
+5,695
+10% +$1.05M 0.42% 66
2022
Q4 		$9.62M Buy
55,174
+1,168
+2% +$208K 0.4% 67
2022
Q3 		$8.91M Buy
54,006
+7,881
+17% +$1.44M 0.4% 71
2022
Q2 		$7.81M Buy
46,125
+3,666
+9% +$676K 0.34% 78
2022
Q1 		$8.72M Buy
42,459
+5,151
+14% +$1.05M 0.33% 81
2021
Q4 		$8.3M Buy
37,308
+6,223
+20% +$1.41M 0.31% 88
2021
Q3 		$6.8M Buy
31,085
+6,047
+24% +$1.34M 0.28% 95
2021
Q2 		$5.74M Buy
25,038
+6,041
+32% +$1.36M 0.24% 105
2021
Q1 		$4.2M Buy
18,997
+11,921
+168% +$2.6M 0.2% 125
2020
Q4 		$1.39M Buy
7,076
+448
+7% +$78.4K 0.07% 183
2020
Q3 		$993K Sell
6,628
-350
-5% -$52.7K 0.06% 205
2020
Q2 		$999K Buy
6,978
+178
+3% +$23.4K 0.06% 194
2020
Q1 		$778K Sell
6,800
-17,250
-72% -$2.57M 0.06% 197
2019
Q4 		$3.98M Buy
24,050
+3,295
+16% +$521K 0.25% 111
2019
Q3 		$3.14M Buy
20,755
+14,501
+232% +$2.21M 0.21% 127
2019
Q2 		$972K Sell
6,254
-80
-1% -$12.3K 0.07% 203
2019
Q1 		$970K Sell
6,334
-1,375
-18% -$207K 0.07% 206
2018
Q4 		$1.03M Buy
7,709
+9
+0.1% +$1.34K 0.09% 176
2018
Q3 		$1.3M Buy
7,700
+118
+2% +$19.9K 0.1% 168
2018
Q2 		$1.24M Buy
7,582
+44
+0.6% +$7.04K 0.1% 168
2018
Q1 		$1.14M Sell
7,538
-1,493
-17% -$231K 0.09% 171
2017
Q4 		$1.38M Buy
9,031
+738
+9% +$111K 0.11% 156
2017
Q3 		$1.23M Sell
8,293
-36
-0.4% -$5.07K 0.1% 164
2017
Q2 		$1.17M Sell
8,329
-346
-4% -$47.9K 0.1% 165
2017
Q1 		$1.19M Buy
8,675
+124
+1% +$16.9K 0.11% 167
2016
Q4 		$1.15M Buy
+8,551
New +$1.09M 0.14% 146
2016
Q2 		$1.01M Buy
8,788
+155
+2% +$17.5K 0.13% 171
2016
Q1 		$955K Buy
8,633
+4
+0% +$414 0.13% 172
2015
Q4 		$972K Buy
8,629
+1,464
+20% +$169K 0.14% 155
2015
Q3 		$783K Buy
7,165
+430
+6% +$51K 0.17% 140
2015
Q2 		$800K Sell
6,735
-3,988
-37% -$498K 0.18% 134
2015
Q1 		$1.33M Buy
10,723
+3,145
+42% +$379K 0.22% 122
2014
Q4 		$906K Buy
7,578
+413
+6% +$47.2K 0.29% 94
2014
Q3 		$783K Buy
7,165
+730
+11% +$83.5K 0.16% 140
2014
Q2 		$765K Buy
6,435
+150
+2% +$17K 0.3% 85
2014
Q1 		$731K Buy
6,285
+75
+1% +$8.65K 0.43% 67
2013
Q4 		$716K Buy
+6,210
New +$686K 0.66% 41

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 4.9% in Q2 2026, selling an estimated $102K and leaving 7,039 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #191.

MassMutual Private Wealth & Trust first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.8M in Q2 2023. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 7,039 shares of iShares Russell 2000 ETF worth $2.11M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 362 iShares Russell 2000 ETF shares in Q2 2026, an estimated $102K.
  • iShares Russell 2000 ETF made up 0.05% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #191 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 2000 ETF position peaked at $11.8M in Q2 2023.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.