Maxele Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Maxele Advisors’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	$2.25M	Buy	+7,472	New	+$2.1M	1.57%	20
2025 Q4	$1.73M	Buy	7,027 +277	+4%	+$68.1K	1.41%	20
2025 Q3	$1.63M	Buy	6,750 +283	+4%	+$64.9K	1.41%	19
2025 Q2	$1.4M	Sell	6,467 -175	-3%	-$35.2K	1.22%	25
2025 Q1	$1.32M	Buy	6,642 +310	+5%	+$67.2K	1.28%	25
2024 Q4	$1.4M	Buy	+6,332	New	+$1.44M	1.33%	22
2022 Q3	$785K	Sell	4,763 -72	-1%	-$13.1K	1.32%	22
2022 Q2	$819K	Sell	4,835 -245	-5%	-$45.2K	1.29%	23
2022 Q1	$1.04M	Sell	5,080 -715	-12%	-$146K	1.29%	24
2021 Q4	$1.29M	Buy	+5,795	New	+$1.31M	1.49%	16

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Maxele Advisors's IWM Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 7,472 shares worth $2.25M. The stake represents 1.57% of the portfolio and ranks #20 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IWM as recently as Q4 2025.

Maxele Advisors first reported a position in IWM in Q4 2021 and has held it in 10 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Maxele Advisors held 7,472 shares of iShares Russell 2000 ETF worth $2.25M as of Q2 2026.
iShares Russell 2000 ETF was a new Maxele Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 1.57% of Maxele Advisors's portfolio in Q2 2026, its #20 holding.
Maxele Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 10 quarters since.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.