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Matrix Private Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Matrix Private Capital Group’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 		$1.29M Sell
5,200
-61
-1% -$15.7K 0.62% 31
2025
Q4 		$1.3M Buy
5,261
+125
+2% +$30.7K 0.66% 34
2025
Q3 		$1.24M Sell
5,136
-24
-0.5% -$5.51K 0.66% 30
2025
Q2 		$1.11M Sell
5,160
-134
-3% -$27K 0.65% 32
2025
Q1 		$1.06M Sell
5,294
-484
-8% -$105K 0.63% 32
2024
Q4 		$1.28M Buy
5,778
+72
+1% +$16.4K 0.73% 29
2024
Q3 		$1.26M Buy
5,706
+572
+11% +$122K 0.73% 28
2024
Q2 		$1.04M Buy
5,134
+625
+14% +$126K 0.65% 31
2024
Q1 		$948K Buy
4,509
+150
+3% +$29.9K 0.64% 34
2023
Q4 		$875K Hold
4,359
– – 0.66% 34
2023
Q3 		$774K Buy
4,359
+30
+0.7% +$5.63K 0.58% 37
2023
Q2 		$811K Sell
4,329
-5
-0.1% -$891 0.59% 35
2023
Q1 		$773K Sell
4,334
-24
-0.6% -$4.42K 0.54% 39
2022
Q4 		$760K Sell
4,358
-380
-8% -$67.6K 0.5% 43
2022
Q3 		$781K Sell
4,738
-64
-1% -$11.7K 0.53% 39
2022
Q2 		$813K Buy
4,802
+103
+2% +$19K 0.46% 50
2022
Q1 		$965K Sell
4,699
-490
-9% -$100K 0.47% 46
2021
Q4 		$1.15M Buy
5,189
+523
+11% +$118K 0.55% 40
2021
Q3 		$1.02M Buy
4,666
+41
+0.9% +$9.09K 0.54% 43
2021
Q2 		$1.06M Buy
4,625
+136
+3% +$30.6K 0.58% 40
2021
Q1 		$992K Buy
4,489
+520
+13% +$114K 0.6% 39
2020
Q4 		$778K Buy
3,969
+363
+10% +$63.5K 0.56% 46
2020
Q3 		$540K Buy
3,606
+200
+6% +$30.1K 0.55% 54
2020
Q2 		$488K Buy
3,406
+44
+1% +$5.77K 0.54% 54
2020
Q1 		$385K Buy
3,362
+161
+5% +$24K 0.55% 53
2019
Q4 		$530K Buy
+3,201
New +$506K 0.56% 58

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

Matrix Private Capital Group's IWM Position: Q1 2026 in Review

Matrix Private Capital Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2026, selling an estimated $15.7K and leaving 5,200 shares worth $1.29M. The position accounts for 0.62% of the portfolio, ranked #31.

Matrix Private Capital Group first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Matrix Private Capital Group held 5,200 shares of iShares Russell 2000 ETF worth $1.29M as of Q1 2026.
  • Matrix Private Capital Group sold 61 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15.7K.
  • iShares Russell 2000 ETF made up 0.62% of Matrix Private Capital Group's portfolio in Q1 2026, its #31 holding.
  • Matrix Private Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's iShares Russell 2000 ETF position peaked at $1.3M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.