MW
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MBL Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

MBL Wealth’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 		$1.47M Sell
4,890
-1,368
-22% -$384K 0.1% 106
2026
Q1 		$1.55M Sell
6,258
-1,096
-15% -$283K 0.12% 99
2025
Q4 		$1.81M Buy
7,354
+1,303
+22% +$320K 0.15% 92
2025
Q3 		$1.46M Sell
6,051
-151
-2% -$34.6K 0.13% 89
2025
Q2 		$1.34M Sell
6,202
-438
-7% -$88.1K 0.13% 87
2025
Q1 		$1.32M Sell
6,640
-184
-3% -$39.9K 0.13% 78
2024
Q4 		$1.51M Sell
6,824
-45
-0.7% -$10.3K 0.15% 80
2024
Q3 		$1.52M Hold
6,869
– – 0.16% 74
2024
Q2 		$1.39M Sell
6,869
-45
-0.7% -$9.09K 0.16% 73
2024
Q1 		$1.45M Buy
6,914
+1,300
+23% +$259K 0.16% 67
2023
Q4 		$1.13M Sell
5,614
-63
-1% -$11.3K 0.14% 75
2023
Q3 		$1M Sell
5,677
-70
-1% -$13.1K 0.14% 71
2023
Q2 		$1.08M Sell
5,747
-628
-10% -$112K 0.15% 68
2023
Q1 		$1.14M Sell
6,375
-79
-1% -$14.5K 0.18% 60
2022
Q4 		$1.13M Sell
6,454
-204
-3% -$36.3K 0.22% 62
2022
Q3 		$1.1M Sell
6,658
-1,493
-18% -$272K 0.24% 62
2022
Q2 		$1.38M Buy
8,151
+1,156
+17% +$213K 0.34% 54
2022
Q1 		$1.44M Buy
+6,995
New +$1.43M 0.35% 52
2021
Q1 		$1.63M Sell
7,371
-325
-4% -$71K 0.57% 42
2020
Q4 		$1.51M Buy
+7,696
New +$1.35M 0.6% 38

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

MBL Wealth's IWM Position: Q2 2026 in Review

MBL Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 22% in Q2 2026, selling an estimated $384K and leaving 4,890 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #106.

MBL Wealth first reported a position in IWM in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.81M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • MBL Wealth held 4,890 shares of iShares Russell 2000 ETF worth $1.47M as of Q2 2026.
  • MBL Wealth sold 1,368 iShares Russell 2000 ETF shares in Q2 2026, an estimated $384K.
  • iShares Russell 2000 ETF made up 0.1% of MBL Wealth's portfolio in Q2 2026, its #106 holding.
  • MBL Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's iShares Russell 2000 ETF position peaked at $1.81M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.