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

MBA 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 Q1	$330K	Hold	1,332	–	–	0.13%	107
2025 Q4	$328K	Sell	1,332 -100	-7%	-$24.6K	0.13%	106
2025 Q3	$346K	Hold	1,432	–	–	0.15%	102
2025 Q2	$309K	Hold	1,432	–	–	0.14%	106
2025 Q1	$286K	Hold	1,432	–	–	0.14%	111
2024 Q4	$316K	Sell	1,432 -2,583	-64%	-$589K	0.16%	102
2024 Q3	$887K	Sell	4,015 -1,078	-21%	-$231K	0.43%	58
2024 Q2	$1.03M	Sell	5,093 -663	-12%	-$134K	0.53%	47
2024 Q1	$1.21M	Buy	5,756 +720	+14%	+$144K	0.63%	38
2023 Q4	$1.01M	Hold	5,036	–	–	0.56%	43
2023 Q3	$890K	Hold	5,036	–	–	0.55%	47
2023 Q2	$943K	Hold	5,036	–	–	0.56%	45
2023 Q1	$898K	Hold	5,036	–	–	0.56%	49
2022 Q4	$878K	Hold	5,036	–	–	0.57%	49
2022 Q3	$831K	Hold	5,036	–	–	0.6%	45
2022 Q2	$853K	Sell	5,036 -300	-6%	-$55.3K	0.59%	47
2022 Q1	$1.09M	Hold	5,336	–	–	0.68%	41
2021 Q4	$1.19M	Buy	5,336 +2,583	+94%	+$584K	0.74%	36
2021 Q3	$602K	Sell	2,753 -328	-11%	-$72.7K	0.44%	62
2021 Q2	$707	Sell	3,081 -550	-15%	-$124K	0.33%	54
2021 Q1	$802	Buy	+3,631	New	+$793K	0.44%	43

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MBA Advisors's IWM Position: Q1 2026 in Review

MBA Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,332 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #107.

MBA Advisors first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.21M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MBA Advisors held 1,332 shares of iShares Russell 2000 ETF worth $330K as of Q1 2026.
MBA Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.13% of MBA Advisors's portfolio in Q1 2026, its #107 holding.
MBA Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
MBA Advisors's iShares Russell 2000 ETF position peaked at $1.21M in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.