McGuire Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

McGuire Investment Group’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	$957K	Hold	3,185	–	–	0.08%	83
2026 Q1	$790K	Hold	3,185	–	–	0.09%	78
2025 Q4	$784K	Hold	3,185	–	–	0.08%	79
2025 Q3	$771K	Hold	3,185	–	–	0.09%	77
2025 Q2	$687K	Hold	3,185	–	–	0.09%	75
2025 Q1	$635K	Hold	3,185	–	–	0.09%	76
2024 Q4	$704K	Hold	3,185	–	–	0.1%	69
2024 Q3	$704K	Hold	3,185	–	–	0.1%	75
2024 Q2	$646K	Hold	3,185	–	–	0.09%	75
2024 Q1	$670K	Hold	3,185	–	–	0.1%	77
2023 Q4	$639K	Hold	3,185	–	–	0.11%	74
2023 Q3	$563K	Hold	3,185	–	–	0.11%	74
2023 Q2	$596K	Hold	3,185	–	–	0.11%	75
2023 Q1	$568K	Hold	3,185	–	–	0.11%	77
2022 Q4	$555K	Hold	3,185	–	–	0.12%	79
2022 Q3	$525K	Hold	3,185	–	–	0.12%	77
2022 Q2	$539K	Hold	3,185	–	–	0.12%	77
2022 Q1	$654K	Hold	3,185	–	–	0.12%	72
2021 Q4	$709K	Hold	3,185	–	–	0.12%	71
2021 Q3	$697K	Hold	3,185	–	–	0.13%	69
2021 Q2	$731K	Hold	3,185	–	–	0.14%	66
2021 Q1	$704K	Sell	3,185 -273	-8%	-$59.6K	0.15%	62
2020 Q4	$678K	Hold	3,458	–	–	0.17%	60
2020 Q3	$518K	Hold	3,458	–	–	0.15%	61
2020 Q2	$495K	Hold	3,458	–	–	0.17%	54
2020 Q1	$396K	Sell	3,458 -155	-4%	-$23.1K	0.16%	56
2019 Q4	$599K	Hold	3,613	–	–	0.18%	60
2019 Q3	$547K	Hold	3,613	–	–	0.18%	61
2019 Q2	$562K	Hold	3,613	–	–	0.18%	64
2019 Q1	$553K	Hold	3,613	–	–	0.18%	66
2018 Q4	$484K	Hold	3,613	–	–	0.18%	63
2018 Q3	$609K	Buy	+3,613	New	+$610K	0.2%	63

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

McGuire Investment Group's IWM Position: Q2 2026 in Review

McGuire Investment Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,185 shares worth $957K. The position accounts for 0.08% of the portfolio, ranked #83.

McGuire Investment Group first reported a position in IWM in Q3 2018 and has held it in 32 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

McGuire Investment Group held 3,185 shares of iShares Russell 2000 ETF worth $957K as of Q2 2026.
McGuire Investment Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of McGuire Investment Group's portfolio in Q2 2026, its #83 holding.
McGuire Investment Group first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 32 quarters since.
1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.