MCF Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.22M | Sell |
37,164
-8,895
| -19% | -$2.29M | 0.4% | 40 |
|
|
2025
Q4 | $11.3M | Sell |
46,059
-1,562
| -3% | -$384K | 0.63% | 24 |
|
|
2025
Q3 | $11.5M | Sell |
47,621
-2,446
| -5% | -$561K | 0.71% | 24 |
|
|
2025
Q2 | $10.8M | Buy |
50,067
+3,822
| +8% | +$769K | 0.71% | 23 |
|
|
2025
Q1 | $9.23M | Sell |
46,245
-3,557
| -7% | -$772K | 0.66% | 22 |
|
|
2024
Q4 | $11M | Sell |
49,802
-182
| -0.4% | -$41.5K | 0.77% | 21 |
|
|
2024
Q3 | $11M | Sell |
49,984
-893
| -2% | -$191K | 0.77% | 21 |
|
|
2024
Q2 | $10.3M | Sell |
50,877
-63
| -0.1% | -$12.7K | 0.78% | 21 |
|
|
2024
Q1 | $10.7M | Sell |
50,940
-11,298
| -18% | -$2.25M | 0.83% | 20 |
|
|
2023
Q4 | $12.5M | Buy |
62,238
+1,287
| +2% | +$231K | 1.02% | 18 |
|
|
2023
Q3 | $10.8M | Sell |
60,951
-3,490
| -5% | -$655K | 0.97% | 20 |
|
|
2023
Q2 | $12.1M | Sell |
64,441
-2,683
| -4% | -$478K | 1.09% | 19 |
|
|
2023
Q1 | $12M | Buy |
67,124
+263
| +0.4% | +$48.4K | 1.12% | 16 |
|
|
2022
Q4 | $11.7M | Buy |
66,861
+3,549
| +6% | +$631K | 1.19% | 16 |
|
|
2022
Q3 | $10.4M | Sell |
63,312
-2,975
| -4% | -$543K | 1.16% | 17 |
|
|
2022
Q2 | $11.2M | Buy |
66,287
+1,672
| +3% | +$308K | 1.18% | 15 |
|
|
2022
Q1 | $13.3M | Buy |
+64,615
| New | +$13.2M | 1.25% | 15 |
|
|
2021
Q4 | – | Sell |
-66,004
| Closed | -$14.4M | – | 368 |
|
|
2021
Q3 | $14.4M | Sell |
66,004
-71
| -0.1% | -$15.7K | 1.46% | 14 |
|
|
2021
Q2 | $15.2M | Sell |
66,075
-11,271
| -15% | -$2.53M | 1.57% | 14 |
|
|
2021
Q1 | $17.1M | Sell |
77,346
-34,377
| -31% | -$7.51M | 1.93% | 13 |
|
|
2020
Q4 | $21.9M | Sell |
111,723
-7,381
| -6% | -$1.29M | 2.62% | 9 |
|
|
2020
Q3 | $17.8M | Buy |
119,104
+1,984
| +2% | +$298K | 2.36% | 10 |
|
|
2020
Q2 | $16.8M | Buy |
117,120
+9,700
| +9% | +$1.27M | 2.34% | 10 |
|
|
2020
Q1 | $12.3M | Buy |
107,420
+27,949
| +35% | +$4.17M | 2.06% | 10 |
|
|
2019
Q4 | $13.2M | Buy |
79,471
+540
| +0.7% | +$85.3K | 2% | 13 |
|
|
2019
Q3 | $11.9M | Buy |
78,931
+1,671
| +2% | +$255K | 1.94% | 13 |
|
|
2019
Q2 | $12M | Buy |
77,260
+1,132
| +1% | +$174K | 1.99% | 13 |
|
|
2019
Q1 | $11.7M | Buy |
76,128
+3,832
| +5% | +$576K | 2.02% | 12 |
|
|
2018
Q4 | $9.68M | Sell |
72,296
-2,777
| -4% | -$414K | 1.85% | 12 |
|
|
2018
Q3 | $12.7M | Sell |
75,073
-47,383
| -39% | -$8M | 2.21% | 9 |
|
|
2018
Q2 | $20.1M | Buy |
122,456
+4,493
| +4% | +$719K | 3.86% | 7 |
|
|
2018
Q1 | $17.9M | Sell |
117,963
-1,023
| -0.9% | -$158K | 3.52% | 7 |
|
|
2017
Q4 | $18.1M | Buy |
118,986
+667
| +0.6% | +$100K | 3.36% | 7 |
|
|
2017
Q3 | $17.5M | Sell |
118,319
-8,492
| -7% | -$1.19M | 3.44% | 7 |
|
|
2017
Q2 | $17.9M | Buy |
126,811
+4,900
| +4% | +$678K | 3.55% | 7 |
|
|
2017
Q1 | $16.8M | Sell |
121,911
-1,127
| -0.9% | -$154K | 3.51% | 7 |
|
|
2016
Q4 | $16.6M | Sell |
123,038
-15,809
| -11% | -$2.02M | 3.63% | 8 |
|
|
2016
Q3 | $17.2M | Buy |
138,847
+385
| +0.3% | +$46.8K | 4.08% | 8 |
|
|
2016
Q2 | $15.9M | Buy |
138,462
+713
| +0.5% | +$80.4K | 3.9% | 8 |
|
|
2016
Q1 | $15.2M | Buy |
137,749
+35,029
| +34% | +$3.63M | 3.98% | 8 |
|
|
2015
Q4 | $11.6M | Buy |
102,720
+32,738
| +47% | +$3.78M | 3.11% | 9 |
|
|
2015
Q3 | $7.64M | Buy |
69,982
+24,066
| +52% | +$2.85M | 1.96% | 13 |
|
|
2015
Q2 | $5.73M | Sell |
45,916
-695
| -1% | -$86.8K | 1.44% | 16 |
|
|
2015
Q1 | $5.8M | Sell |
46,611
-33,441
| -42% | -$4.03M | 1.45% | 18 |
|
|
2014
Q4 | $9.58M | Buy |
80,052
+60,764
| +315% | +$6.95M | 2.64% | 12 |
|
|
2014
Q3 | $2.24M | Buy |
19,288
+3,556
| +23% | +$407K | 0.66% | 26 |
|
|
2014
Q2 | $1.83M | Sell |
15,732
-6,057
| -28% | -$688K | 0.58% | 24 |
|
|
2014
Q1 | $2.54M | Buy |
21,789
+18,982
| +676% | +$2.19M | 0.85% | 23 |
|
|
2013
Q4 | $327K | Buy |
2,807
+220
| +9% | +$24.3K | 0.12% | 57 |
|
|
2013
Q3 | $301K | Sell |
2,587
-328
| -11% | -$33.9K | 0.17% | 59 |
|
|
2013
Q2 | $339K | Buy |
+2,915
| New | +$278K | 0.2% | 51 |
|
Other funds holding IWM
MCF Advisors's IWM Position: Q1 2026 in Review
MCF Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q1 2026, selling an estimated $2.29M and leaving 37,164 shares worth $9.22M. The position accounts for 0.4% of the portfolio, ranked #40.
MCF Advisors first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.9M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- MCF Advisors held 37,164 shares of iShares Russell 2000 ETF worth $9.22M as of Q1 2026.
- MCF Advisors sold 8,895 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.29M.
- iShares Russell 2000 ETF made up 0.4% of MCF Advisors's portfolio in Q1 2026, its #40 holding.
- MCF Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
- MCF Advisors's iShares Russell 2000 ETF position peaked at $21.9M in Q4 2020.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.