MBA Advisors
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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
Q3 		$370K Hold
1,332
– – 0.12% 114
2026
Q2 		$400K Hold
1,332
– – 0.13% 103
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 		$1.1M 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 		$707K Sell
3,081
-550
-15% -$124K 0.33% 54
2021
Q1 		$802K Buy
+3,631
New +$793K 0.44% 43

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

MBA Advisors's IWM Position: Q3 2026 in Review

MBA Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,332 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #114.

MBA Advisors first reported a position in IWM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.21M in Q1 2024. 1,484 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • MBA Advisors held 1,332 shares of iShares Russell 2000 ETF worth $370K as of Q3 2026.
  • MBA Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.12% of MBA Advisors's portfolio in Q3 2026, its #114 holding.
  • MBA Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's iShares Russell 2000 ETF position peaked at $1.21M in Q1 2024.
  • 1,484 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.